AWA
FLBL icon

Arkadios Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Arkadios Wealth Advisors’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
2026
Q1 		$990K Buy
43,038
+9,371
+28% +$217K 0.02% 790
2025
Q4 		$788K Buy
+33,667
New +$798K 0.02% 810
2025
Q2 		– Sell
-20,042
Closed -$482K – 1332
2025
Q1 		$482K Buy
20,042
+685
+4% +$16.6K 0.02% 717
2024
Q4 		$470K Buy
19,357
+2,209
+13% +$53.7K 0.03% 564
2024
Q3 		$416K Buy
17,148
+213
+1% +$5.17K 0.02% 607
2024
Q2 		$413K Buy
16,935
+6,169
+57% +$150K 0.03% 526
2024
Q1 		$264K Buy
10,766
+363
+3% +$8.82K 0.02% 581
2023
Q4 		$253K Buy
+10,403
New +$250K 0.02% 581

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return