Beam Wealth Advisors
FLBL icon

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

Beam 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
2022
Q4 		– Sell
-47,278
Closed -$1.09M – 106
2022
Q3 		$1.09M Buy
47,278
+15,532
+49% +$367K 1.21% 29
2022
Q2 		$735K Buy
+31,746
New +$765K 0.82% 43

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
Seed Wealth Management
Seed Wealth Management Evanston, Illinois $159M AUM 11.98% 1-Year Est. Return
Key Client Fiduciary Advisors
Key Client Fiduciary Advisors Fairfield, New Jersey $358M AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Beam Wealth Advisors's FLBL Position: Q4 2022 in Review

Beam Wealth Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q4 2022, closing a stake of 47,278 shares — an estimated $1.09M sold.

Beam Wealth Advisors first reported a position in FLBL in Q2 2022 and held it in 2 quarters. The position peaked at $1.09M in Q3 2022. 24 funds tracked by Wall St. Rank hold FLBL as of Q4 2022.

  • Beam Wealth Advisors reported no remaining Franklin Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 47,278 Franklin Senior Loan ETF shares in Q4 2022, an estimated $1.09M.
  • Beam Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q2 2022 and held it in 2 quarters.
  • Beam Wealth Advisors's Franklin Senior Loan ETF position peaked at $1.09M in Q3 2022.
  • 24 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.