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

Anchor Pointe 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 Q4	$277K	Buy	+11,423	New	+$278K	0.36%	56

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Anchor Pointe Wealth Management's FLBL Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Franklin Senior Loan ETF (FLBL) in Q4 2024: 11,423 shares worth $277K. The stake represents 0.36% of the portfolio and ranks #56 among its holdings.

126 funds tracked by Wall St. Rank hold FLBL as of Q4 2024.

Anchor Pointe Wealth Management held 11,423 shares of Franklin Senior Loan ETF worth $277K as of Q4 2024.
Franklin Senior Loan ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
Franklin Senior Loan ETF made up 0.36% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #56 holding.
126 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.