SageView Advisory Group’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-1,613	Closed	-$43.4K	–	1229
2025 Q4	$43.4K	Buy	+1,613	New	+$43.2K	﹤0.01%	1136

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

BCI

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's FLSP Position: Q1 2026 in Review

SageView Advisory Group sold out of Franklin Systematic Style Premia ETF (FLSP) in Q1 2026, closing a stake of 1,613 shares — an estimated $43.4K sold.

SageView Advisory Group first reported a position in FLSP in Q4 2025 and held it in 1 quarter. The position peaked at $43.4K in Q4 2025. 68 funds tracked by Wall St. Rank hold FLSP as of Q1 2026.

SageView Advisory Group reported no remaining Franklin Systematic Style Premia ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,613 Franklin Systematic Style Premia ETF shares in Q1 2026, an estimated $43.4K.
SageView Advisory Group first reported a position in Franklin Systematic Style Premia ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Franklin Systematic Style Premia ETF position peaked at $43.4K in Q4 2025.
68 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.