Atria Investments’s Franklin Senior Loan ETF FLBL Stock Holding History

Atria Investments’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	$718K	Buy	31,343 +253	+0.8%	+$5.82K	0.01%	1305
2026 Q1	$715K	Buy	31,090 +1,505	+5%	+$34.8K	0.01%	1254
2025 Q4	$693K	Buy	29,585 +997	+3%	+$23.6K	0.01%	1261
2025 Q3	$687K	Buy	28,588 +1,153	+4%	+$27.9K	0.01%	1244
2025 Q2	$665K	Sell	27,435 -2,518	-8%	-$60.3K	0.01%	1269
2025 Q1	$721K	Buy	+29,953	New	+$726K	0.01%	1155
2024 Q4	–	Sell	-10,531	Closed	-$256K	–	1900
2024 Q3	$256K	Sell	10,531 -297	-3%	-$7.21K	﹤0.01%	1696
2024 Q2	$264K	Buy	+10,828	New	+$264K	﹤0.01%	1662

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 22.9% 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

Atria Investments's FLBL Position: Q2 2026 in Review

Atria Investments increased its Franklin Senior Loan ETF (FLBL) stake by 0.81% in Q2 2026, buying an estimated $5.82K and bringing the position to 31,343 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #1305.

Atria Investments first reported a position in FLBL in Q2 2024 and has held it in 8 quarters since. The position peaked at $721K in Q1 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Atria Investments held 31,343 shares of Franklin Senior Loan ETF worth $718K as of Q2 2026.
Atria Investments bought 253 Franklin Senior Loan ETF shares in Q2 2026, an estimated $5.82K.
Franklin Senior Loan ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1305 holding.
Atria Investments first reported a position in Franklin Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Franklin Senior Loan ETF position peaked at $721K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.