AWM
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Aspire Wealth Management’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Aspire Wealth Management’s Portfolio FLHY Stock Details FLHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$66.4K Buy
2,717
+42
+2% +$1.01K 0.04% 137
2024
Q2 		$63.4K Buy
2,675
+45
+2% +$1.06K 0.04% 128
2024
Q1 		$62.4K Buy
2,630
+28
+1% +$659 0.04% 130
2023
Q4 		$61K Buy
+2,602
New +$59K 0.04% 121

Other funds holding FLHY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWMS
Cannon Wealth Management Services Winston Salem, North Carolina $148M AUM 13.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspire Wealth Management's FLHY Position: Q3 2024 in Review

Aspire Wealth Management increased its Franklin High Yield Corporate ETF (FLHY) stake by 1.6% in Q3 2024, buying an estimated $1.01K and bringing the position to 2,717 shares worth $66.4K. The position accounts for 0.04% of the portfolio, ranked #137.

Aspire Wealth Management first reported a position in FLHY in Q4 2023 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold FLHY as of Q3 2024.

  • Aspire Wealth Management held 2,717 shares of Franklin High Yield Corporate ETF worth $66.4K as of Q3 2024.
  • Aspire Wealth Management bought 42 Franklin High Yield Corporate ETF shares in Q3 2024, an estimated $1.01K.
  • Franklin High Yield Corporate ETF made up 0.04% of Aspire Wealth Management's portfolio in Q3 2024, its #137 holding.
  • Aspire Wealth Management first reported a position in Franklin High Yield Corporate ETF in Q4 2023 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.