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Avantax Advisory Services’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Avantax Advisory Services’s Portfolio FLCO Stock Details FLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
+9,413
New +$199K ﹤0.01% 2197
2024
Q4 		– Sell
-9,275
Closed -$205K – 2210
2024
Q3 		$205K Buy
+9,275
New +$201K ﹤0.01% 1995

Other funds holding FLCO

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in Franklin Investment Grade Corporate ETF (FLCO) in Q2 2025: 9,413 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in FLCO as recently as Q3 2024.

Avantax Advisory Services first reported a position in FLCO in Q3 2024 and has held it in 2 quarters since. The position peaked at $205K in Q3 2024. 31 funds tracked by Wall St. Rank hold FLCO as of Q2 2025.

  • Avantax Advisory Services held 9,413 shares of Franklin Investment Grade Corporate ETF worth $203K as of Q2 2025.
  • Franklin Investment Grade Corporate ETF was a new Avantax Advisory Services position in Q2 2025.
  • Franklin Investment Grade Corporate ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2197 holding.
  • Avantax Advisory Services first reported a position in Franklin Investment Grade Corporate ETF in Q3 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Franklin Investment Grade Corporate ETF position peaked at $205K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2025.

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