Sequent Planning’s Franklin High Yield Corporate ETF FLHY Stock Holding History

Sequent Planning’s Portfolio FLHY Stock Details FLHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Buy	57,110 +8,043	+16%	+$195K	0.3%	74
2026 Q1	$1.18M	Buy	49,067 +9,459	+24%	+$231K	0.29%	83
2025 Q4	$967K	Buy	39,608 +10,650	+37%	+$260K	0.25%	85
2025 Q3	$710K	Buy	+28,958	New	+$704K	0.2%	97

Other funds holding FLHY

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

NFA

Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWA

Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 1-Year Est. Return

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

Sequent Planning's FLHY Position: Q2 2026 in Review

Sequent Planning increased its Franklin High Yield Corporate ETF (FLHY) stake by 16% in Q2 2026, buying an estimated $195K and bringing the position to 57,110 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #74.

Sequent Planning first reported a position in FLHY in Q3 2025 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold FLHY as of Q2 2026.

Sequent Planning held 57,110 shares of Franklin High Yield Corporate ETF worth $1.39M as of Q2 2026.
Sequent Planning bought 8,043 Franklin High Yield Corporate ETF shares in Q2 2026, an estimated $195K.
Franklin High Yield Corporate ETF made up 0.3% of Sequent Planning's portfolio in Q2 2026, its #74 holding.
Sequent Planning first reported a position in Franklin High Yield Corporate ETF in Q3 2025 and has held it in 4 quarters since.
87 funds tracked by Wall St. Rank held Franklin High Yield Corporate ETF as of Q2 2026.

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