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Abound Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Abound Wealth Management’s Portfolio FLBL Stock Details FLBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-86
Closed -$2.09K – 1335
2023
Q4 		$2.09K Buy
+86
New +$2.07K ﹤0.01% 647

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Abound Wealth Management's FLBL Position: Q1 2024 in Review

Abound Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q1 2024, closing a stake of 86 shares — an estimated $2.09K sold.

Abound Wealth Management first reported a position in FLBL in Q4 2023 and held it in 1 quarter. The position peaked at $2.09K in Q4 2023. 77 funds tracked by Wall St. Rank hold FLBL as of Q1 2024.

  • Abound Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 86 Franklin Senior Loan ETF shares in Q1 2024, an estimated $2.09K.
  • Abound Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Franklin Senior Loan ETF position peaked at $2.09K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.