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Franklin Templeton Etf Tr liberty hi yld shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Franklin Templeton Etf Tr liberty hi yld (FLHY) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Franklin Templeton Etf Tr liberty hi yld

Tip: Access up to 7 years of quarterly data

All positions including Franklin Templeton Etf Tr liberty hi yld held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Franklin Templeton Etf Tr liberty hi yld by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 163k 24.53
2025-06-30 $3.2M 129k 24.35

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Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
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Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Franklin Templeton Etf Tr liberty hi yld

Franklin Resources
Hantz Financial Services
LPL Financial
Ameriprise Financial
Assetmark
Dynamic Advisors Solutions
Prentice Wealth Management
Cetera Investment Advisers
Wells Fargo & Company
Gts Securities
Envestnet Asset Management
Heritage Oak Wealth Advisors
PFG Advisors
Advisor Group Holdings
Atria Wealth Solutions

View all funds holding Franklin Templeton Etf Tr liberty hi yld