Elevated Capital Advisors’s Franklin Resources BEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$743K	Hold	38,617	–	–	0.21%	150
2025 Q1	$743K	Buy	38,617 +2,311	+6%	+$44.5K	0.21%	150
2024 Q4	$737K	Buy	36,306 +3,862	+12%	+$78.4K	0.2%	145
2024 Q3	$654K	Sell	32,444 -305	-0.9%	-$6.15K	0.17%	180
2024 Q2	$732K	Buy	+32,749	New	+$732K	0.21%	135