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

Adams 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
2025
Q4 		– Sell
-13,264
Closed -$319K – 181
2025
Q3 		$319K Sell
13,264
-3,377
-20% -$81.6K 0.07% 129
2025
Q2 		$403K Sell
16,641
-23,262
-58% -$557K 0.08% 109
2025
Q1 		$960K Buy
39,903
+8,421
+27% +$204K 0.19% 67
2024
Q4 		$764K Sell
31,482
-1,474
-4% -$35.8K 0.15% 74
2024
Q3 		$800K Buy
32,956
+17,621
+115% +$428K 0.17% 69
2024
Q2 		$374K Buy
15,335
+2,052
+15% +$50K 0.09% 89
2024
Q1 		$325K Sell
13,283
-92
-0.7% -$2.24K 0.08% 91
2023
Q4 		$325K Sell
13,375
-1,751
-12% -$42.1K 0.1% 83
2023
Q3 		$364K Buy
15,126
+692
+5% +$16.7K 0.12% 77
2023
Q2 		$348K Sell
14,434
-8,183
-36% -$193K 0.11% 82
2023
Q1 		$539K Buy
22,617
+13,909
+160% +$329K 0.17% 80
2022
Q4 		$201K Buy
+8,708
New +$202K 0.07% 90

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Adams Wealth Management's FLBL Position: Q4 2025 in Review

Adams Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 13,264 shares — an estimated $319K sold.

Adams Wealth Management first reported a position in FLBL in Q4 2022 and held it in 12 quarters. The position peaked at $960K in Q1 2025. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

  • Adams Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • Adams Wealth Management sold 13,264 Franklin Senior Loan ETF shares in Q4 2025, an estimated $319K.
  • Adams Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2022 and held it in 12 quarters.
  • Adams Wealth Management's Franklin Senior Loan ETF position peaked at $960K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Adams Wealth Management's 13F filing for Q4 2025, filed 18 Feb 2026.