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Atria Investments’s Franklin US Treasury Bond ETF FLGV Stock Holding History

Atria Investments’s Portfolio FLGV Stock Details FLGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.56M Sell
76,316
-2,929
-4% -$60.2K 0.02% 822
2025
Q4 		$1.63M Buy
79,245
+3,888
+5% +$80.3K 0.02% 824
2025
Q3 		$1.56M Buy
+75,357
New +$1.54M 0.02% 831

Other funds holding FLGV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FAM
Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments's FLGV Position: Q1 2026 in Review

Atria Investments reduced its Franklin US Treasury Bond ETF (FLGV) stake by 3.7% in Q1 2026, selling an estimated $60.2K and leaving 76,316 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #822.

Atria Investments first reported a position in FLGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 49 funds tracked by Wall St. Rank hold FLGV as of Q1 2026.

  • Atria Investments held 76,316 shares of Franklin US Treasury Bond ETF worth $1.56M as of Q1 2026.
  • Atria Investments sold 2,929 Franklin US Treasury Bond ETF shares in Q1 2026, an estimated $60.2K.
  • Franklin US Treasury Bond ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #822 holding.
  • Atria Investments first reported a position in Franklin US Treasury Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Franklin US Treasury Bond ETF position peaked at $1.63M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.