Carson Wealth (CWM LLC)’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio FLSP Stock Details FLSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33.9K	Buy	1,247 +1,036	+491%	+$28.1K	﹤0.01%	4076
2025 Q4	$6K	Hold	211	–	–	﹤0.01%	4743
2025 Q3	$6K	Hold	211	–	–	﹤0.01%	4673
2025 Q2	$5K	Hold	211	–	–	﹤0.01%	4609
2025 Q1	$5K	Sell	211 -996	-83%	-$23.9K	﹤0.01%	4446
2024 Q4	$29K	Buy	1,207 +211	+21%	+$5.07K	﹤0.01%	3194
2024 Q3	$24K	Hold	996	–	–	﹤0.01%	3239
2024 Q2	$24K	Hold	996	–	–	﹤0.01%	2991
2024 Q1	$24K	Sell	996 -96	-9%	-$2.22K	﹤0.01%	2774
2023 Q4	$24K	Buy	+1,092	New	+$24.4K	﹤0.01%	2655

Other funds holding FLSP

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FLSP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Systematic Style Premia ETF (FLSP) stake by 491% in Q1 2026, buying an estimated $28.1K and bringing the position to 1,247 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4076.

Carson Wealth (CWM LLC) first reported a position in FLSP in Q4 2023 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold FLSP as of Q1 2026.

Carson Wealth (CWM LLC) held 1,247 shares of Franklin Systematic Style Premia ETF worth $33.9K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,036 Franklin Systematic Style Premia ETF shares in Q1 2026, an estimated $28.1K.
Franklin Systematic Style Premia ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4076 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Systematic Style Premia ETF in Q4 2023 and has held it in 10 quarters since.
68 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.