AE Wealth Management
FLCO icon

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

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Legacy CG
Legacy CG Plano, Texas $397M AUM 15.14% 1-Year Est. Return
Sanctuary Advisors
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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. 45 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.
  • 45 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.