Capasso Planning Partners’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Capasso Planning Partners’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
2026 Q2	$266K	Buy	+10,937	New	+$266K	0.13%	72
2025 Q4	–	Sell	-16,030	Closed	-$393K	–	80
2025 Q3	$393K	Sell	16,030 -16,254	-50%	-$395K	0.24%	50
2025 Q2	$786K	Sell	32,284 -14,762	-31%	-$351K	0.44%	37
2025 Q1	$1.12M	Sell	47,046 -15,501	-25%	-$372K	0.47%	40
2024 Q4	$1.49M	Sell	62,547 -48,391	-44%	-$1.17M	0.6%	34
2024 Q3	$2.71M	Sell	110,938 -24,418	-18%	-$588K	0.8%	22
2024 Q2	$3.21M	Buy	+135,356	New	+$3.19M	1.04%	19

Other funds holding FLHY

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capasso Planning Partners's FLHY Position: Q2 2026 in Review

Capasso Planning Partners opened a new position in Franklin High Yield Corporate ETF (FLHY) in Q2 2026: 10,937 shares worth $266K. The stake represents 0.13% of the portfolio and ranks #72 among its holdings. This is a return to the name: Capasso Planning Partners previously reported a position in FLHY as recently as Q3 2025.

Capasso Planning Partners first reported a position in FLHY in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q2 2024. 86 funds tracked by Wall St. Rank hold FLHY as of Q2 2026.

Capasso Planning Partners held 10,937 shares of Franklin High Yield Corporate ETF worth $266K as of Q2 2026.
Franklin High Yield Corporate ETF was a new Capasso Planning Partners position in Q2 2026.
Franklin High Yield Corporate ETF made up 0.13% of Capasso Planning Partners's portfolio in Q2 2026, its #72 holding.
Capasso Planning Partners first reported a position in Franklin High Yield Corporate ETF in Q2 2024 and has held it in 7 quarters since.
Capasso Planning Partners's Franklin High Yield Corporate ETF position peaked at $3.21M in Q2 2024.
86 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.