Peak Financial Advisors’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

Peak Financial Advisors’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	$21.2M	Buy	766,968 +98,486	+15%	+$2.69M	8.79%	2
2026 Q1	$18.2M	Buy	+668,482	New	+$18.1M	8.05%	2

Other funds holding FLSP

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Peak Financial Advisors's FLSP Position: Q2 2026 in Review

Peak Financial Advisors increased its Franklin Systematic Style Premia ETF (FLSP) stake by 15% in Q2 2026, buying an estimated $2.69M and bringing the position to 766,968 shares worth $21.2M. The position accounts for 8.79% of the portfolio, ranked #2.

Peak Financial Advisors first reported a position in FLSP in Q1 2026 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold FLSP as of Q2 2026.

Peak Financial Advisors held 766,968 shares of Franklin Systematic Style Premia ETF worth $21.2M as of Q2 2026.
Peak Financial Advisors bought 98,486 Franklin Systematic Style Premia ETF shares in Q2 2026, an estimated $2.69M.
Franklin Systematic Style Premia ETF made up 8.79% of Peak Financial Advisors's portfolio in Q2 2026, its #2 holding.
Peak Financial Advisors first reported a position in Franklin Systematic Style Premia ETF in Q1 2026 and has held it in 2 quarters since.
82 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.