Montag & Associates’s Franklin FTSE Switzerland ETF FLSW Stock Holding History

Montag & Associates’s Portfolio FLSW Stock Details FLSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.08K	Buy	+149	New	+$6.44K	﹤0.01%	864

Other funds holding FLSW

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

First International Bank of Israel Tel Aviv $247M AUM 9.66% 1-Year Est. Return

Innealta Capital Austin, Texas $182M AUM 17.55% 1-Year Est. Return

North Capital Salt Lake City, Utah $140M AUM 14.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Montag & Associates's FLSW Position: Q3 2026 in Review

Montag & Associates opened a new position in Franklin FTSE Switzerland ETF (FLSW) in Q3 2026: 149 shares worth $6.08K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings.

10 funds tracked by Wall St. Rank hold FLSW as of Q3 2026.

Montag & Associates held 149 shares of Franklin FTSE Switzerland ETF worth $6.08K as of Q3 2026.
Franklin FTSE Switzerland ETF was a new Montag & Associates position in Q3 2026.
Franklin FTSE Switzerland ETF made up ﹤0.01% of Montag & Associates's portfolio in Q3 2026, its #864 holding.
10 funds tracked by Wall St. Rank held Franklin FTSE Switzerland ETF as of Q3 2026.

Based on Montag & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.