AWM
FT

Angeles Wealth Management’s Franklin Universal Trust FT Stock Holding History

Angeles Wealth Management’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$178K Hold
22,088
– – 0.01% 506
2026
Q1 		$177K Hold
22,088
– – 0.01% 418
2025
Q4 		$177K Buy
+22,088
New +$177K 0.01% 378

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Koshinski Asset Management
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Janney Montgomery Scott
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
UBS Group
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Angeles Wealth Management's FT Position: Q2 2026 in Review

Angeles Wealth Management held its Franklin Universal Trust (FT) position steady in Q2 2026 at 22,088 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #506.

Angeles Wealth Management first reported a position in FT in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold FT as of Q2 2026.

  • Angeles Wealth Management held 22,088 shares of Franklin Universal Trust worth $178K as of Q2 2026.
  • Angeles Wealth Management left its Franklin Universal Trust share count unchanged in Q2 2026.
  • Franklin Universal Trust made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Angeles Wealth Management first reported a position in Franklin Universal Trust in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.