GeoWealth Management’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

GeoWealth 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	$284K	Buy	+10,447	New	+$283K	0.01%	624

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

GeoWealth Management's FLSP Position: Q1 2026 in Review

GeoWealth Management opened a new position in Franklin Systematic Style Premia ETF (FLSP) in Q1 2026: 10,447 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings.

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

GeoWealth Management held 10,447 shares of Franklin Systematic Style Premia ETF worth $284K as of Q1 2026.
Franklin Systematic Style Premia ETF was a new GeoWealth Management position in Q1 2026.
Franklin Systematic Style Premia ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #624 holding.
68 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.