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Avantax Advisory Services’s Franklin Senior Loan ETF FLBL Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-9,203
Closed -$225K – 2150
2024
Q2 		$225K Sell
9,203
-812
-8% -$19.8K ﹤0.01% 1890
2024
Q1 		$245K Buy
10,015
+1,390
+16% +$33.8K ﹤0.01% 1418
2023
Q4 		$209K Buy
+8,625
New +$207K ﹤0.01% 1455

Other funds holding FLBL

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Avantax Advisory Services's FLBL Position: Q3 2024 in Review

Avantax Advisory Services sold out of Franklin Senior Loan ETF (FLBL) in Q3 2024, closing a stake of 9,203 shares — an estimated $225K sold.

Avantax Advisory Services first reported a position in FLBL in Q4 2023 and held it in 3 quarters. The position peaked at $245K in Q1 2024. 107 funds tracked by Wall St. Rank hold FLBL as of Q3 2024.

  • Avantax Advisory Services reported no remaining Franklin Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 9,203 Franklin Senior Loan ETF shares in Q3 2024, an estimated $225K.
  • Avantax Advisory Services first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 3 quarters.
  • Avantax Advisory Services's Franklin Senior Loan ETF position peaked at $245K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.