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Root Financial Partners’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Root Financial Partners’s Portfolio FLCO Stock Details FLCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-35
Closed -$750 – 1386
2026
Q1 		$750 Sell
35
-183
-84% -$3.96K ﹤0.01% 2716
2025
Q4 		$4.72K Hold
218
– – ﹤0.01% 1780
2025
Q3 		$4.77K Buy
+218
New +$4.71K ﹤0.01% 1745

Other funds holding FLCO

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Root Financial Partners's FLCO Position: Q2 2026 in Review

Root Financial Partners sold out of Franklin Investment Grade Corporate ETF (FLCO) in Q2 2026, closing a stake of 35 shares — an estimated $750 sold.

Root Financial Partners first reported a position in FLCO in Q3 2025 and held it in 3 quarters. The position peaked at $4.77K in Q3 2025. 45 funds tracked by Wall St. Rank hold FLCO as of Q2 2026.

  • Root Financial Partners reported no remaining Franklin Investment Grade Corporate ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 35 Franklin Investment Grade Corporate ETF shares in Q2 2026, an estimated $750.
  • Root Financial Partners first reported a position in Franklin Investment Grade Corporate ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Franklin Investment Grade Corporate ETF position peaked at $4.77K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.