KW
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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
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

PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

KWB Wealth's FLSP Position: Q2 2026 in Review

KWB Wealth reduced its Franklin Systematic Style Premia ETF (FLSP) stake by 8.4% in Q2 2026, selling an estimated $103K and leaving 41,260 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #84.

KWB Wealth first reported a position in FLSP in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.76M in Q3 2025. 8 funds tracked by Wall St. Rank hold FLSP as of Q2 2026.

  • KWB Wealth held 41,260 shares of Franklin Systematic Style Premia ETF worth $1.14M as of Q2 2026.
  • KWB Wealth sold 3,788 Franklin Systematic Style Premia ETF shares in Q2 2026, an estimated $103K.
  • Franklin Systematic Style Premia ETF made up 0.1% of KWB Wealth's portfolio in Q2 2026, its #84 holding.
  • KWB Wealth first reported a position in Franklin Systematic Style Premia ETF in Q2 2025 and has held it in 5 quarters since.
  • KWB Wealth's Franklin Systematic Style Premia ETF position peaked at $6.76M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.