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Prospera Financial Services’s Franklin US Core Bond ETF FLCB Stock Holding History

Prospera Financial Services’s Portfolio FLCB Stock Details FLCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,332
Closed -$242K – 1156
2024
Q1 		$242K Sell
11,332
-447
-4% -$9.53K 0.01% 981
2023
Q4 		$255K Buy
11,779
+150
+1% +$3.11K 0.01% 910
2023
Q3 		$239K Sell
11,629
-2,721
-19% -$57.2K 0.01% 890
2023
Q2 		$307K Sell
14,350
-3,051
-18% -$65.8K 0.01% 784
2023
Q1 		$378K Sell
17,401
-574
-3% -$12.4K 0.02% 700
2022
Q4 		$381K Sell
17,975
-5,043
-22% -$106K 0.02% 615
2022
Q3 		$483K Buy
23,018
+147
+0.6% +$3.23K 0.03% 532
2022
Q2 		$506K Sell
22,871
-2,399
-9% -$53.8K 0.03% 509
2022
Q1 		$592K Sell
25,270
-4,396
-15% -$106K 0.02% 548
2021
Q4 		$746K Sell
29,666
-11,949
-29% -$301K 0.03% 471
2021
Q3 		$1.05M Sell
41,615
-10,024
-19% -$257K 0.05% 355
2021
Q2 		$1.32M Sell
51,639
-1,689
-3% -$42.8K 0.07% 325
2021
Q1 		$1.34M Buy
53,328
+16,883
+46% +$433K 0.08% 286
2020
Q4 		$953K Buy
+36,445
New +$956K 0.07% 309
2020
Q3 		– Sell
-34,586
Closed -$906K – 1636
2020
Q2 		$906K Buy
34,586
+130
+0.4% +$3.37K 0.08% 247
2020
Q1 		$877K Buy
34,456
+22,779
+195% +$579K 0.09% 213
2019
Q4 		$293K Buy
+11,677
New +$294K 0.02% 488

Other funds holding FLCB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prospera Financial Services's FLCB Position: Q2 2024 in Review

Prospera Financial Services sold out of Franklin US Core Bond ETF (FLCB) in Q2 2024, closing a stake of 11,332 shares — an estimated $242K sold.

Prospera Financial Services first reported a position in FLCB in Q4 2019 and held it in 17 quarters. The position peaked at $1.34M in Q1 2021. 47 funds tracked by Wall St. Rank hold FLCB as of Q2 2024.

  • Prospera Financial Services reported no remaining Franklin US Core Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Prospera Financial Services sold 11,332 Franklin US Core Bond ETF shares in Q2 2024, an estimated $242K.
  • Prospera Financial Services first reported a position in Franklin US Core Bond ETF in Q4 2019 and held it in 17 quarters.
  • Prospera Financial Services's Franklin US Core Bond ETF position peaked at $1.34M in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Franklin US Core Bond ETF as of Q2 2024.

Based on Prospera Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.