Franklin Income Equity Focus ETF is a derivative income ETF with option strategies embedded in equity-linked notes. INCE has value characteristics and is well-balanced across sectors, with significant exposure in technology. INCE has reached its objective to provide lower volatility than the S&P 500.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,242 | $142,764.66 | $150,662.4 | $7,897.74 | 5.53% |
Daniel Guy Ethos Financial Group LLC | 16,275 | $1.06M | $1.1M | $40,661.5 | 3.84% |
Angela Kelley HTLF Bank | 269,439 | $13.93M | $18.22M | $4.29M | 30.82% |
Joshua Stipcich Tidemark, LLC | 2,481 | $128,377.85 | $167,802.43 | $39,424.58 | 30.71% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 8,267 | $544,953 | $559,014.54 | $14,061.54 | 2.58% |
| ARCA Exchange | US Country |
The company operates as an investment fund primarily focusing on equity securities. By committing at least 80% of its net assets into equity securities along with derivatives and other instruments that mimic the economic characteristics similar to equity securities, it aims to leverage the potential for growth in normal market conditions. This strategic investment approach targets to maximize returns for investors through a diversified portfolio that captures the essence and benefits of equity investments.
The company offers a range of investment options designed to align with various investor needs and profiles, with an emphasis on equity exposure: