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Belpointe Asset Management’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-355
Closed -$7.62K – 1523
2023
Q1 		$7.62K Hold
355
– – ﹤0.01% 2852
2022
Q4 		$7.41K Buy
+355
New +$7.34K ﹤0.01% 2761

Other funds holding FLCO

Franklin Resources
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's FLCO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Franklin Investment Grade Corporate ETF (FLCO) in Q2 2023, closing a stake of 355 shares — an estimated $7.62K sold.

Belpointe Asset Management first reported a position in FLCO in Q4 2022 and held it in 2 quarters. The position peaked at $7.62K in Q1 2023. 22 funds tracked by Wall St. Rank hold FLCO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Franklin Investment Grade Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 355 Franklin Investment Grade Corporate ETF shares in Q2 2023, an estimated $7.62K.
  • Belpointe Asset Management first reported a position in Franklin Investment Grade Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Franklin Investment Grade Corporate ETF position peaked at $7.62K in Q1 2023.
  • 22 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.