CRUX WEALTH ADVISORS FLQL — FRANKLIN TEMPLETON ETF TR

Ownership history in CRUX WEALTH ADVISORS  ·  6 quarters on record

AI Ownership Summary

CRUX WEALTH ADVISORS reported FRANKLIN TEMPLETON ETF TR (FLQL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.62% in 2024 Q4. The latest visible filing shows FLQL at 0.40% 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 FLQL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRUX WEALTH ADVISORS'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 Q1

FLQL was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.62% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

FLQL stock page CRUX WEALTH ADVISORS fund profile CRUX WEALTH ADVISORS full holdings
How CRUX WEALTH ADVISORS held FLQL — position size vs. price
% of Fund (quarterly)    FLQL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,604 -240 -1.5% 0.40% $1.1M 2026-04-24 $74.35
2025 Q4 REDUCED 25.4% -2.2% ✅ 15,844 -5,382 -25.4% 0.41% $1.1M 2026-01-21 $70.14
2025 Q3 REDUCED 9.9% +2.8% ❌ 21,226 -2,328 -9.9% 0.58% $1.5M 2025-11-13 $68.06
2025 Q2 REDUCED 54.2% +8.2% ❌ 23,554 -27,929 -54.2% 0.63% $1.5M 2025-07-29 $64.00
2025 Q1 ADDED — — — 51,483 +1,803 +3.6% 1.51% $2.9M 2025-05-13 $59.04
2024 Q4 INITIATED — — — 49,680 — — 1.62% $2.9M 2025-02-13 $61.10

🏢 Other funds also holding FLQL

As of 2026 Q1 — sorted by position size

Sequent Planning LLC 3.36% Lakeshore Capital Group, Inc. 1.76% Wealthcare Advisory Partners LLC 3Y 7Y 0.18% Cornerstone Wealth Management, LLC 3Y 7Y 0.15% Brookstone Capital Management 3Y 7Y 0.13% SILVER OAK SECURITIES, INCORPORATED 3Y 0.11% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.09% Janney Montgomery Scott LLC 3Y 7Y 0.08% Medallion Wealth Advisors, LLC 0.04% J.W. COLE ADVISORS, INC. 3Y 0.01%

FAQ About CRUX WEALTH ADVISORS and FLQL

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

How long has CRUX WEALTH ADVISORS reported owning FLQL?

CRUX WEALTH ADVISORS reported FLQL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLQL position in CRUX WEALTH ADVISORS's portfolio?

The largest reported portfolio weight for FLQL was 1.62% in 2024 Q4.

What is the latest reported FLQL position on this page?

The most recent filing on this page is 2026 Q1, when CRUX WEALTH ADVISORS reported 15,604 shares, equal to 0.40% of portfolio, with an estimated market value of $1.1M.

What does the chart on this FLQL ownership page compare?

The chart compares CRUX WEALTH ADVISORS's quarterly FLQL 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 CRUX WEALTH ADVISORS time their FLQL position?

Based on 13F filing dates vs. subsequent FLQL price moves, CRUX WEALTH ADVISORS correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FLQL relative to SPY over the holding period was +2.3%.

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