WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FLJP — FRANKLIN TEMPLETON ETF TR

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  10 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FRANKLIN TEMPLETON ETF TR (FLJP) in 10 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows FLJP 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FLJP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, 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 Q3

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

FLJP stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held FLJP — position size vs. price
% of Fund (quarterly)    FLJP 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 Q3 ADDED — — — 34,455 +739 +2.2% 0.00% $1.4M 2026-10-13 $41.41
2026 Q2 ADDED — — — 33,716 +22,760 +207.7% 0.00% $1.4M 2026-07-15 $39.95
2026 Q1 REDUCED 58.1% +10.3% ❌ 10,956 -15,170 -58.1% 0.00% $400K 2026-04-08 $38.19
2025 Q4 REDUCED — — — 26,126 -78 -0.3% 0.00% $925K 2026-01-08 $35.29
2025 Q3 ADDED — — — 26,204 +597 +2.3% 0.00% $922K 2025-10-29 $33.92
2025 Q2 ADDED — — — 25,607 +5,431 +26.9% 0.00% $820K 2025-07-10 $29.92
2025 Q1 ADDED — — — 20,176 +1,782 +9.7% 0.00% $593K 2025-04-16 $27.18
2024 Q4 ADDED — — — 18,394 +158 +0.9% 0.00% $560K 2025-01-10 $26.31
2024 Q3 REDUCED 53.8% -5.0% ✅ 18,236 -21,216 -53.8% 0.00% $555K 2024-10-24 $26.67
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FLJP

As of 2026 Q3 — sorted by position size

Paragon Capital Management Ltd 3Y 7Y 1.7% General Partner, Inc. 3Y 0.67% Bison Wealth, LLC 0.36% Matrix Trust Co 3Y 7Y 0.25% Essential Partners LLC 0.18% Boltwood Capital Management 3Y 7Y 0.12% GK Wealth Management LLC 0.04% Insight Wealth Strategies, LLC 3Y 7Y 0.04% Atria Investments, Inc 3Y 7Y 0.01% ADIRONDACK TRUST CO 3Y 7Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and FLJP

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning FLJP?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FLJP across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported FLJP position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for FLJP was 0.00% in 2026 Q2.

What is the latest reported FLJP position on this page?

The most recent filing on this page is 2026 Q3, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 34,455 shares, equal to 0.00% of portfolio, with an estimated market value of $1.4M.

What does the chart on this FLJP ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly FLJP 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC time their FLJP position?

Based on 13F filing dates vs. subsequent FLJP price moves, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on FLJP relative to SPY over the holding period was +225.4%.

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