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Cape Investment Advisory’s Franklin US Core Bond ETF FLCB Stock Holding History

Cape Investment Advisory’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
2026
Q2 		$57.8K Buy
+2,699
New +$57.8K 0.02% 460

Other funds holding FLCB

BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cape Investment Advisory's FLCB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Franklin US Core Bond ETF (FLCB) in Q2 2026: 2,699 shares worth $57.8K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

12 funds tracked by Wall St. Rank hold FLCB as of Q2 2026.

  • Cape Investment Advisory held 2,699 shares of Franklin US Core Bond ETF worth $57.8K as of Q2 2026.
  • Franklin US Core Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • Franklin US Core Bond ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #460 holding.
  • 12 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.