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

Atria Wealth Solutions’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
2025 Q2	–	Sell	-19,908	Closed	-$409K	–	1609
2025 Q1	$409K	Buy	19,908 +5,438	+38%	+$110K	﹤0.01%	1294
2024 Q4	$291K	Buy	+14,470	New	+$296K	﹤0.01%	1567
2024 Q2	–	Sell	-38,317	Closed	-$785K	–	1981
2024 Q1	$785K	Buy	38,317 +17,762	+86%	+$364K	0.01%	1020
2023 Q4	$428K	Buy	20,555 +1,049	+5%	+$21.1K	0.01%	1297
2023 Q3	$390K	Buy	19,506 +1,707	+10%	+$34.8K	0.01%	1259
2023 Q2	$370K	Buy	17,799 +7,628	+75%	+$161K	0.01%	1314
2023 Q1	$216K	Buy	+10,171	New	+$214K	﹤0.01%	1628

Other funds holding FLGV

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Franklin US Treasury Bond ETF (FLGV) in Q2 2025, closing a stake of 19,908 shares — an estimated $409K sold.

Atria Wealth Solutions first reported a position in FLGV in Q1 2023 and held it in 7 quarters. The position peaked at $785K in Q1 2024. 34 funds tracked by Wall St. Rank hold FLGV as of Q2 2025.

Atria Wealth Solutions reported no remaining Franklin US Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 19,908 Franklin US Treasury Bond ETF shares in Q2 2025, an estimated $409K.
Atria Wealth Solutions first reported a position in Franklin US Treasury Bond ETF in Q1 2023 and held it in 7 quarters.
Atria Wealth Solutions's Franklin US Treasury Bond ETF position peaked at $785K in Q1 2024.
34 funds tracked by Wall St. Rank held Franklin US Treasury Bond ETF as of Q2 2025.

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