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AE Wealth Management’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

AE Wealth Management’s Portfolio FLCO Stock Details FLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-99
Closed -$2.12K – 2713
2026
Q1 		$2.12K Hold
99
– – ﹤0.01% 2464
2025
Q4 		$2.14K Hold
99
– – ﹤0.01% 2327
2025
Q3 		$2.17K Hold
99
– – ﹤0.01% 2163
2025
Q2 		$2.14K Hold
99
– – ﹤0.01% 2038
2025
Q1 		$2.12K Buy
+99
New +$2.1K ﹤0.01% 2027

Other funds holding FLCO

CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AE Wealth Management's FLCO Position: Q2 2026 in Review

AE Wealth Management sold out of Franklin Investment Grade Corporate ETF (FLCO) in Q2 2026, closing a stake of 99 shares — an estimated $2.12K sold.

AE Wealth Management first reported a position in FLCO in Q1 2025 and held it in 5 quarters. The position peaked at $2.17K in Q3 2025. 24 funds tracked by Wall St. Rank hold FLCO as of Q2 2026.

  • AE Wealth Management reported no remaining Franklin Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 99 Franklin Investment Grade Corporate ETF shares in Q2 2026, an estimated $2.12K.
  • AE Wealth Management first reported a position in Franklin Investment Grade Corporate ETF in Q1 2025 and held it in 5 quarters.
  • AE Wealth Management's Franklin Investment Grade Corporate ETF position peaked at $2.17K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.