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Belpointe Asset Management’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Belpointe Asset Management’s Portfolio FLHY Stock Details FLHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-868
Closed -$19.9K – 1528
2023
Q1 		$19.9K Sell
868
-346
-29% -$7.8K ﹤0.01% 2316
2022
Q4 		$26.8K Buy
+1,214
New +$26.8K ﹤0.01% 1984

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PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

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

Belpointe Asset Management sold out of Franklin High Yield Corporate ETF (FLHY) in Q2 2023, closing a stake of 868 shares — an estimated $19.9K sold.

Belpointe Asset Management first reported a position in FLHY in Q4 2022 and held it in 2 quarters. The position peaked at $26.8K in Q4 2022. 16 funds tracked by Wall St. Rank hold FLHY as of Q2 2023.

  • Belpointe Asset Management reported no remaining Franklin High Yield Corporate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 868 Franklin High Yield Corporate ETF shares in Q2 2023, an estimated $19.9K.
  • Belpointe Asset Management first reported a position in Franklin High Yield Corporate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Franklin High Yield Corporate ETF position peaked at $26.8K in Q4 2022.
  • 16 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q2 2023.

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