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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
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 $408B AUM 30.18% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $943M AUM 17.04% 1-Year Est. Return
LC
Legacy CG Plano, Texas $391M AUM 22.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sequent Planning's FLCO Position: Q1 2026 in Review

Sequent Planning increased its Franklin Investment Grade Corporate ETF (FLCO) stake by 11% in Q1 2026, buying an estimated $284K and bringing the position to 129,939 shares worth $2.78M. The position accounts for 0.67% of the portfolio, ranked #33.

Sequent Planning first reported a position in FLCO in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold FLCO as of Q1 2026.

  • Sequent Planning held 129,939 shares of Franklin Investment Grade Corporate ETF worth $2.78M as of Q1 2026.
  • Sequent Planning bought 13,118 Franklin Investment Grade Corporate ETF shares in Q1 2026, an estimated $284K.
  • Franklin Investment Grade Corporate ETF made up 0.67% of Sequent Planning's portfolio in Q1 2026, its #33 holding.
  • Sequent Planning first reported a position in Franklin Investment Grade Corporate ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Franklin Investment Grade Corporate ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.