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 Q2	$424K	Sell	18,516 -24,522	-57%	-$564K	0.01%	1210
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

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

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

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Arkadios Wealth Advisors's FLBL Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Franklin Senior Loan ETF (FLBL) stake by 57% in Q2 2026, selling an estimated $564K and leaving 18,516 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #1210.

Arkadios Wealth Advisors first reported a position in FLBL in Q4 2023 and has held it in 9 quarters since. The position peaked at $990K in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Arkadios Wealth Advisors held 18,516 shares of Franklin Senior Loan ETF worth $424K as of Q2 2026.
Arkadios Wealth Advisors sold 24,522 Franklin Senior Loan ETF shares in Q2 2026, an estimated $564K.
Franklin Senior Loan ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1210 holding.
Arkadios Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q4 2023 and has held it in 9 quarters since.
Arkadios Wealth Advisors's Franklin Senior Loan ETF position peaked at $990K in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.