AMERICAN FINANCIAL & TAX STRATEGIES INC FLMI — FRANKLIN TEMPLETON ETF TR

Ownership history in AMERICAN FINANCIAL & TAX STRATEGIES INC  ·  9 quarters on record

AI Ownership Summary

AMERICAN FINANCIAL & TAX STRATEGIES INC reported FRANKLIN TEMPLETON ETF TR (FLMI) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.79% in 2024 Q3. The latest visible filing shows FLMI at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FLMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN FINANCIAL & TAX STRATEGIES INC's position in FRANKLIN TEMPLETON ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FLMI was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FLMI stock page AMERICAN FINANCIAL & TAX STRATEGIES INC fund profile AMERICAN FINANCIAL & TAX STRATEGIES INC full holdings
How AMERICAN FINANCIAL & TAX STRATEGIES INC held FLMI — position size vs. price
% of Fund (quarterly)    FLMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 117,046 -2,400 -2.0% 1.33% $2.9M 2026-08-07 $24.55
2026 Q1 REDUCED — — — 119,446 -1,251 -1.0% 1.44% $3.0M 2026-05-06 $24.49
2025 Q4 REDUCED — — — 120,697 -5,091 -4.0% 1.50% $3.0M 2026-01-30 $24.35
2025 Q3 REDUCED 7.2% +1.6% ❌ 125,788 -9,715 -7.2% 1.56% $3.1M 2025-10-20 $23.97
2025 Q2 ADDED — — — 135,503 +1,160 +0.9% 1.70% $3.3M 2025-08-01 $23.01
2025 Q1 REDUCED 5.0% +0.3% ❌ 134,343 -7,117 -5.0% 1.77% $3.3M 2025-05-06 $22.80
2024 Q4 ADDED — — — 141,460 +243 +0.2% 1.79% $3.5M 2025-01-28 $22.93
2024 Q3 ADDED — — — 141,217 +2,814 +2.0% 1.79% $3.5M 2024-10-29 $22.76
2024 Q2 INITIATED — — — 138,403 — — 1.78% $3.4M 2024-08-08 $22.55

🏢 Other funds also holding FLMI

As of 2026 Q2 — sorted by position size

Axiom Financial Strategies, LLC 3Y 9.34% Midwest Financial Partners Investments, Inc. 5.59% Legacy CG, LLC 3Y 4.16% CENTRAL BANK & TRUST CO 3Y 7Y 2.83% Beacon Bridge Wealth Partners, LLC 3Y 2.26% Meeder Advisory Services, Inc. 3Y 2.18% ROBINSON SMITH WEALTH ADVISORS LLC 2.13% Madrid Wealth Management, LLC 2.04% New England Private Wealth Advisors LLC 3Y 7Y 1.99% MFA WEALTH ADVISORS, LLC 3Y 7Y 1.83%

FAQ About AMERICAN FINANCIAL & TAX STRATEGIES INC and FLMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN FINANCIAL & TAX STRATEGIES INC reported owning FLMI?

AMERICAN FINANCIAL & TAX STRATEGIES INC reported FLMI across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported FLMI position in AMERICAN FINANCIAL & TAX STRATEGIES INC's portfolio?

The largest reported portfolio weight for FLMI was 1.79% in 2024 Q3.

What is the latest reported FLMI position on this page?

The most recent filing on this page is 2026 Q2, when AMERICAN FINANCIAL & TAX STRATEGIES INC reported 117,046 shares, equal to 1.33% of portfolio, with an estimated market value of $2.9M.

What does the chart on this FLMI ownership page compare?

The chart compares AMERICAN FINANCIAL & TAX STRATEGIES INC's quarterly FLMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERICAN FINANCIAL & TAX STRATEGIES INC time their FLMI position?

Based on 13F filing dates vs. subsequent FLMI price moves, AMERICAN FINANCIAL & TAX STRATEGIES INC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on FLMI relative to SPY over the holding period was +311.0%.

← Back to AMERICAN FINANCIAL & TAX STRATEGIES INC Holdings