Atria Wealth Solutions’s Franklin US Core Bond ETF FLCB Stock Holding History

Atria Wealth Solutions’s Portfolio FLCB Stock Details FLCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	58,776 -61,120	-51%	-$1.3M	0.03%	559
2025 Q1	$2.58M	Buy	119,896 +4,101	+4%	+$87.1K	0.03%	544
2024 Q4	$2.44M	Buy	115,795 +5,784	+5%	+$124K	0.03%	575
2024 Q3	$2.42M	Buy	110,011 +20,024	+22%	+$434K	0.03%	561
2024 Q2	$1.9M	Buy	89,987 +26,542	+42%	+$558K	0.02%	639
2024 Q1	$1.35M	Buy	63,445 +9,261	+17%	+$197K	0.02%	778
2023 Q4	$1.17M	Buy	54,184 +3,161	+6%	+$65.5K	0.01%	803
2023 Q3	$1.05M	Buy	51,023 +6,232	+14%	+$131K	0.01%	791
2023 Q2	$959K	Buy	44,791 +15,278	+52%	+$330K	0.01%	849
2023 Q1	$642K	Buy	29,513 +16,858	+133%	+$363K	0.01%	1000
2022 Q4	$268K	Buy	12,655 +2,367	+23%	+$49.8K	﹤0.01%	1428
2022 Q3	$216K	Buy	+10,288	New	+$226K	﹤0.01%	1514
2022 Q2	–	Sell	-9,298	Closed	-$218K	–	1724
2022 Q1	$218K	Buy	+9,298	New	+$225K	﹤0.01%	1532

Other funds holding FLCB

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's FLCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Franklin US Core Bond ETF (FLCB) stake by 51% in Q2 2025, selling an estimated $1.3M and leaving 58,776 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #559.

Atria Wealth Solutions first reported a position in FLCB in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.58M in Q1 2025. 54 funds tracked by Wall St. Rank hold FLCB as of Q2 2025.

Atria Wealth Solutions held 58,776 shares of Franklin US Core Bond ETF worth $1.26M as of Q2 2025.
Atria Wealth Solutions sold 61,120 Franklin US Core Bond ETF shares in Q2 2025, an estimated $1.3M.
Franklin US Core Bond ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #559 holding.
Atria Wealth Solutions first reported a position in Franklin US Core Bond ETF in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Franklin US Core Bond ETF position peaked at $2.58M in Q1 2025.
54 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.