INTEGRITY WEALTH ADVISORS, INC. FLMI — FRANKLIN TEMPLETON ETF TR

Ownership history in INTEGRITY WEALTH ADVISORS, INC.  ·  6 quarters on record

AI Ownership Summary

INTEGRITY WEALTH ADVISORS, INC. reported FRANKLIN TEMPLETON ETF TR (FLMI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2025 Q1. The latest visible filing shows FLMI at 0.24% 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 INTEGRITY WEALTH ADVISORS, 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 Q1

FLMI was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2025 Q1

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.

FLMI stock page INTEGRITY WEALTH ADVISORS, INC. fund profile INTEGRITY WEALTH ADVISORS, INC. full holdings
How INTEGRITY WEALTH ADVISORS, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,346 -2,388 -12.7% 0.24% $405K 2026-05-14 $24.88
2025 Q4 REDUCED 8.4% +0.2% ❌ 18,734 -1,712 -8.4% 0.32% $470K 2026-02-17 $25.07
2025 Q3 ADDED — — — 20,446 +1,893 +10.2% 0.18% $506K 2025-11-14 $24.41
2025 Q2 REDUCED — — — 18,553 -473 -2.5% 0.31% $450K 2025-08-14 $23.41
2025 Q1 ADDED — — — 19,026 +496 +2.7% 0.34% $465K 2025-06-02 $23.19
2024 Q4 INITIATED — — — 18,530 — — 0.33% $453K 2025-02-13 $23.37

🏢 Other funds also holding FLMI

As of 2026 Q1 — sorted by position size

Axiom Financial Strategies, LLC 3Y 11.66% Midwest Financial Partners Investments, Inc. 6.16% Legacy CG, LLC 3Y 4.36% CENTRAL BANK & TRUST CO 3Y 7Y 3.01% PENNEY FINANCIAL, LLC 2.79% ROBINSON SMITH WEALTH ADVISORS LLC 2.61% Meeder Advisory Services, Inc. 3Y 2.45% Madrid Wealth Management, LLC 1.96% New England Private Wealth Advisors LLC 3Y 7Y 1.96% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 1.9%

FAQ About INTEGRITY WEALTH ADVISORS, 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 INTEGRITY WEALTH ADVISORS, INC. reported owning FLMI?

INTEGRITY WEALTH ADVISORS, INC. reported FLMI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FLMI position in INTEGRITY WEALTH ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for FLMI was 0.34% in 2025 Q1.

What is the latest reported FLMI position on this page?

The most recent filing on this page is 2026 Q1, when INTEGRITY WEALTH ADVISORS, INC. reported 16,346 shares, equal to 0.24% of portfolio, with an estimated market value of $405K.

What does the chart on this FLMI ownership page compare?

The chart compares INTEGRITY WEALTH ADVISORS, 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 INTEGRITY WEALTH ADVISORS, INC. time their FLMI position?

Based on 13F filing dates vs. subsequent FLMI price moves, INTEGRITY WEALTH ADVISORS, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on FLMI relative to SPY over the holding period was +8.5%.

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