Wealth Enhancement Advisory Services
FLSP icon

Wealth Enhancement Advisory Services’s Franklin Systematic Style Premia ETF FLSP Stock Holding History

Wealth Enhancement Advisory Services’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
2023
Q4 		– Sell
-410,182
Closed -$9.23M – 2377
2023
Q3 		$9.23M Buy
+410,182
New +$9.14M 0.03% 431

Other funds holding FLSP

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services's FLSP Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of Franklin Systematic Style Premia ETF (FLSP) in Q4 2023, closing a stake of 410,182 shares — an estimated $9.23M sold.

Wealth Enhancement Advisory Services first reported a position in FLSP in Q3 2023 and held it in 1 quarter. The position peaked at $9.23M in Q3 2023. 16 funds tracked by Wall St. Rank hold FLSP as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining Franklin Systematic Style Premia ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 410,182 Franklin Systematic Style Premia ETF shares in Q4 2023, an estimated $9.23M.
  • Wealth Enhancement Advisory Services first reported a position in Franklin Systematic Style Premia ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Franklin Systematic Style Premia ETF position peaked at $9.23M in Q3 2023.
  • 16 funds tracked by Wall St. Rank held Franklin Systematic Style Premia ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.