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Sequent Planning’s Franklin Investment Grade Corporate ETF FLCO Stock Holding History

Sequent Planning’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 		$2.98M Buy
139,124
+9,185
+7% +$197K 0.64% 38
2026
Q1 		$2.78M Buy
129,939
+13,118
+11% +$284K 0.67% 33
2025
Q4 		$2.53M Buy
116,821
+11,669
+11% +$254K 0.64% 38
2025
Q3 		$2.3M Buy
+105,152
New +$2.27M 0.65% 40

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

Sequent Planning's FLCO Position: Q2 2026 in Review

Sequent Planning increased its Franklin Investment Grade Corporate ETF (FLCO) stake by 7.1% in Q2 2026, buying an estimated $197K and bringing the position to 139,124 shares worth $2.98M. The position accounts for 0.64% of the portfolio, ranked #38.

Sequent Planning first reported a position in FLCO in Q3 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold FLCO as of Q2 2026.

  • Sequent Planning held 139,124 shares of Franklin Investment Grade Corporate ETF worth $2.98M as of Q2 2026.
  • Sequent Planning bought 9,185 Franklin Investment Grade Corporate ETF shares in Q2 2026, an estimated $197K.
  • Franklin Investment Grade Corporate ETF made up 0.64% of Sequent Planning's portfolio in Q2 2026, its #38 holding.
  • Sequent Planning first reported a position in Franklin Investment Grade Corporate ETF in Q3 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.