KWB Wealth
FLSP icon

KWB Wealth’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

KWB Wealth’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
Q3 		$1.2M Buy
41,850
+590
+1% +$16.7K 0.1% 86
2026
Q2 		$1.14M Sell
41,260
-3,788
-8% -$103K 0.1% 84
2026
Q1 		$1.21M Sell
45,048
-22
-0% -$597 0.12% 71
2025
Q4 		$1.21M Sell
45,070
-235,294
-84% -$6.3M 0.11% 71
2025
Q3 		$6.76M Buy
280,364
+174,609
+165% +$4.39M 0.75% 33
2025
Q2 		$2.6M Buy
+105,755
New +$2.56M 0.32% 54

Other funds holding FLSP

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CFAM
Center For Asset Management Palm Beach Gardens, Florida $222M AUM 14.95% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

KWB Wealth's FLSP Position: Q3 2026 in Review

KWB Wealth increased its Franklin Systematic Style Premia ETF (FLSP) stake by 1.4% in Q3 2026, buying an estimated $16.7K and bringing the position to 41,850 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #86.

KWB Wealth first reported a position in FLSP in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.76M in Q3 2025. 9 funds tracked by Wall St. Rank hold FLSP as of Q3 2026.

  • KWB Wealth held 41,850 shares of Franklin Systematic Style Premia ETF worth $1.2M as of Q3 2026.
  • KWB Wealth bought 590 Franklin Systematic Style Premia ETF shares in Q3 2026, an estimated $16.7K.
  • Franklin Systematic Style Premia ETF made up 0.1% of KWB Wealth's portfolio in Q3 2026, its #86 holding.
  • KWB Wealth first reported a position in Franklin Systematic Style Premia ETF in Q2 2025 and has held it in 6 quarters since.
  • KWB Wealth's Franklin Systematic Style Premia ETF position peaked at $6.76M in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.