Cassaday & Co Wealth Management’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

Cassaday & Co Wealth Management’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	$108K	Buy	+3,977	New	+$108K	﹤0.01%	443

Other funds holding FLSP

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PFA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassaday & Co Wealth Management's FLSP Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Franklin Systematic Style Premia ETF (FLSP) in Q1 2026: 3,977 shares worth $108K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings.

68 funds tracked by Wall St. Rank hold FLSP as of Q1 2026.

Cassaday & Co Wealth Management held 3,977 shares of Franklin Systematic Style Premia ETF worth $108K as of Q1 2026.
Franklin Systematic Style Premia ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Franklin Systematic Style Premia ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #443 holding.
68 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.