Steward Partners Investment Advisory, LLC FLQS β€” FRANKLIN TEMPLETON ETF TR

Ownership history in Steward Partners Investment Advisory, LLC  Β·  4 quarters on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported FRANKLIN TEMPLETON ETF TR (FLQS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows FLQS at 0.00% 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 FLQS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC'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

FLQS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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.

How Steward Partners Investment Advisory, LLC held FLQS β€” position size vs. price
% of Fund (quarterly)    FLQS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 98.8% +14.1% ❌ 202 -16,307 -98.8% 0.00% $9K 2026-05-08 $45.89
2025 Q4 ADDED β€” β€” β€” 16,509 +1,045 +6.8% 0.00% $713K 2026-02-12 $44.52
2025 Q3 ADDED β€” β€” β€” 15,464 +6,217 +67.2% 0.00% $680K 2025-11-12 $42.25
2025 Q2 INITIATED β€” β€” β€” 9,247 β€” β€” 0.00% $380K 2025-08-12 $42.05

FAQ About Steward Partners Investment Advisory, LLC and FLQS

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

How long has Steward Partners Investment Advisory, LLC reported owning FLQS?

Steward Partners Investment Advisory, LLC reported FLQS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported FLQS position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for FLQS was 0.00% in 2025 Q4.

What is the latest reported FLQS position on this page?

The most recent filing on this page is 2026 Q1, when Steward Partners Investment Advisory, LLC reported 202 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this FLQS ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly FLQS 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 Steward Partners Investment Advisory, LLC time their FLQS position?

Based on 13F filing dates vs. subsequent FLQS price moves, Steward Partners Investment Advisory, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on FLQS relative to SPY over the holding period was -7.7%.

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