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AmeriFlex Group’s Franklin Senior Loan ETF FLBL Stock Holding History

AmeriFlex Group’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
Q2 		– Sell
-410
Closed -$9.87K – 1129
2025
Q1 		$9.87K Hold
410
– – ﹤0.01% 853
2024
Q4 		$10K Buy
+410
New +$9.96K ﹤0.01% 778

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AmeriFlex Group's FLBL Position: Q2 2025 in Review

AmeriFlex Group sold out of Franklin Senior Loan ETF (FLBL) in Q2 2025, closing a stake of 410 shares — an estimated $9.87K sold.

AmeriFlex Group first reported a position in FLBL in Q4 2024 and held it in 2 quarters. The position peaked at $10K in Q4 2024. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • AmeriFlex Group reported no remaining Franklin Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 410 Franklin Senior Loan ETF shares in Q2 2025, an estimated $9.87K.
  • AmeriFlex Group first reported a position in Franklin Senior Loan ETF in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's Franklin Senior Loan ETF position peaked at $10K in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.