Cape Investment Advisory’s Franklin Senior Loan ETF FLBL Stock Holding History

Cape Investment Advisory’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	$51.4K	Buy	+2,242	New	+$51.5K	0.01%	491

Other funds holding FLBL

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

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $879M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Blue Jean Financial Albany, New York $144M AUM

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Cape Investment Advisory's FLBL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 2,242 shares worth $51.4K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings.

32 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Cape Investment Advisory held 2,242 shares of Franklin Senior Loan ETF worth $51.4K as of Q2 2026.
Franklin Senior Loan ETF was a new Cape Investment Advisory position in Q2 2026.
Franklin Senior Loan ETF made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #491 holding.
32 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.