Visionary Wealth Advisors’s Franklin International Aggregate Bond ETF FLIA Stock Holding History

Visionary Wealth Advisors’s Portfolio FLIA Stock Details FLIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-31,634	Closed	-$640K	–	509
2024 Q1	$640K	Buy	31,634 +1,555	+5%	+$31.3K	0.04%	290
2023 Q4	$613K	Buy	30,079 +1,726	+6%	+$34.1K	0.05%	287
2023 Q3	$551K	Buy	28,353 +4,920	+21%	+$96.5K	0.04%	285
2023 Q2	$461K	Buy	+23,433	New	+$461K	0.04%	303

Other funds holding FLIA

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

ACT Advisors Asheville, North Carolina $301M AUM 23.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Visionary Wealth Advisors's FLIA Position: Q2 2024 in Review

Visionary Wealth Advisors sold out of Franklin International Aggregate Bond ETF (FLIA) in Q2 2024, closing a stake of 31,634 shares — an estimated $640K sold.

Visionary Wealth Advisors first reported a position in FLIA in Q2 2023 and held it in 4 quarters. The position peaked at $640K in Q1 2024. 27 funds tracked by Wall St. Rank hold FLIA as of Q2 2024.

Visionary Wealth Advisors reported no remaining Franklin International Aggregate Bond ETF position as of Q2 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 31,634 Franklin International Aggregate Bond ETF shares in Q2 2024, an estimated $640K.
Visionary Wealth Advisors first reported a position in Franklin International Aggregate Bond ETF in Q2 2023 and held it in 4 quarters.
Visionary Wealth Advisors's Franklin International Aggregate Bond ETF position peaked at $640K in Q1 2024.
27 funds tracked by Wall St. Rank held Franklin International Aggregate Bond ETF as of Q2 2024.

Based on Visionary Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.