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Avantax Advisory Services’s Franklin US Core Bond ETF FLCB Stock Holding History

Avantax Advisory Services’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 		$824K Buy
38,287
+26,186
+216% +$557K ﹤0.01% 1283
2025
Q1 		$260K Buy
+12,101
New +$257K ﹤0.01% 1934

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's FLCB Position: Q2 2025 in Review

Avantax Advisory Services increased its Franklin US Core Bond ETF (FLCB) stake by 216% in Q2 2025, buying an estimated $557K and bringing the position to 38,287 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Avantax Advisory Services first reported a position in FLCB in Q1 2025 and has held it in 2 quarters since. 54 funds tracked by Wall St. Rank hold FLCB as of Q2 2025.

  • Avantax Advisory Services held 38,287 shares of Franklin US Core Bond ETF worth $824K as of Q2 2025.
  • Avantax Advisory Services bought 26,186 Franklin US Core Bond ETF shares in Q2 2025, an estimated $557K.
  • Franklin US Core Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1283 holding.
  • Avantax Advisory Services first reported a position in Franklin US Core Bond ETF in Q1 2025 and has held it in 2 quarters since.
  • 54 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.