Keudell/Morrison Wealth Management FLBL — FRANKLIN TEMPLETON ETF TR

Ownership history in Keudell/Morrison Wealth Management  ·  6 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported FRANKLIN TEMPLETON ETF TR (FLBL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 8.62% in 2025 Q1. The latest visible filing shows FLBL at 0.08% 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 FLBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keudell/Morrison Wealth Management'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

FLBL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.62% 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 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.

FLBL stock page Keudell/Morrison Wealth Management fund profile Keudell/Morrison Wealth Management full holdings
How Keudell/Morrison Wealth Management held FLBL — position size vs. price
% of Fund (quarterly)    FLBL 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 Q2 REDUCED — — — 18,675 -531 -2.8% 0.08% $428K 2026-07-15 $22.89
2026 Q1 REDUCED 23.7% +1.5% ❌ 19,206 -5,962 -23.7% 0.09% $442K 2026-04-20 $22.70
2025 Q4 REDUCED 98.4% -0.8% ✅ 25,168 -1,514,524 -98.4% 0.12% $589K 2026-02-06 $22.40
2025 Q2 ADDED — — — 1,539,692 +21,653 +1.4% 8.28% $37.3M 2025-07-22 $22.56
2025 Q1 ADDED — — — 1,518,039 +678,531 +80.8% 8.62% $36.5M 2025-04-23 $21.67
2024 Q4 INITIATED — — — 839,508 — — 5.31% $20.4M 2025-01-23 $21.95

🏢 Other funds also holding FLBL

As of 2026 Q2 — sorted by position size

Prentice Wealth Management LLC 3Y 3.06% Independence Financial Advisors, LLC 1.78% Tenzing Financial LLC 0.4% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.38% Key Client Fiduciary Advisors, LLC 3Y 0.27% Insight Wealth Strategies, LLC 3Y 7Y 0.11% Tactive Advisors, LLC 0.09% Fermata Advisors, LLC 3Y 0.06% KWB Wealth 3Y 0.03% Focus Financial Network, Inc. 0.03%

FAQ About Keudell/Morrison Wealth Management and FLBL

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

How long has Keudell/Morrison Wealth Management reported owning FLBL?

Keudell/Morrison Wealth Management reported FLBL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported FLBL position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for FLBL was 8.62% in 2025 Q1.

What is the latest reported FLBL position on this page?

The most recent filing on this page is 2026 Q2, when Keudell/Morrison Wealth Management reported 18,675 shares, equal to 0.08% of portfolio, with an estimated market value of $428K.

What does the chart on this FLBL ownership page compare?

The chart compares Keudell/Morrison Wealth Management's quarterly FLBL 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 Keudell/Morrison Wealth Management time their FLBL position?

Based on 13F filing dates vs. subsequent FLBL price moves, Keudell/Morrison Wealth Management correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on FLBL relative to SPY over the holding period was -12.0%.

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