Carson Wealth (CWM LLC)’s Franklin Senior Loan ETF FLBL Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.5M	Buy	65,191 +10,602	+19%	+$245K	﹤0.01%	1331
2025 Q4	$1.28M	Buy	54,589 +51,542	+1,692%	+$1.22M	﹤0.01%	1364
2025 Q3	$73K	Buy	3,047 +2,477	+435%	+$59.9K	﹤0.01%	3217
2025 Q2	$14K	Buy	570 +120	+27%	+$2.87K	﹤0.01%	4112
2025 Q1	$11K	Hold	450	–	–	﹤0.01%	4051
2024 Q4	$11K	Sell	450 -2	-0.4%	-$49	﹤0.01%	3807
2024 Q3	$11K	Buy	452 +2	+0.4%	+$49	﹤0.01%	3729
2024 Q2	$11K	Sell	450 -173	-28%	-$4.22K	﹤0.01%	3480
2024 Q1	$15K	Buy	+623	New	+$15.1K	﹤0.01%	3087

Other funds holding FLBL

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

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

Carson Wealth (CWM LLC)'s FLBL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Franklin Senior Loan ETF (FLBL) stake by 19% in Q1 2026, buying an estimated $245K and bringing the position to 65,191 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Carson Wealth (CWM LLC) first reported a position in FLBL in Q1 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Carson Wealth (CWM LLC) held 65,191 shares of Franklin Senior Loan ETF worth $1.5M as of Q1 2026.
Carson Wealth (CWM LLC) bought 10,602 Franklin Senior Loan ETF shares in Q1 2026, an estimated $245K.
Franklin Senior Loan ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1331 holding.
Carson Wealth (CWM LLC) first reported a position in Franklin Senior Loan ETF in Q1 2024 and has held it in 9 quarters since.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.