Clear Investment Research’s Franklin Senior Loan ETF FLBL Stock Holding History

Clear Investment Research’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	–	Sell	-186	Closed	-$4.28K	–	103
2026 Q1	$4.28K	Buy	+186	New	+$4.3K	0.01%	192
2025 Q4	–	Sell	-183	Closed	-$4.4K	–	108
2025 Q3	$4.4K	Buy	183 +17	+10%	+$411	0.01%	202
2025 Q2	$4.02K	Sell	166 -159	-49%	-$3.81K	0.01%	182
2025 Q1	$7.82K	Hold	325	–	–	0.01%	162
2024 Q4	$7.89K	Sell	325 -12	-4%	-$292	0.01%	162
2024 Q3	$8.18K	Buy	337 +13	+4%	+$316	0.01%	162
2024 Q2	$7.91K	Buy	+324	New	+$7.9K	0.01%	157

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

Clear Investment Research's FLBL Position: Q2 2026 in Review

Clear Investment Research sold out of Franklin Senior Loan ETF (FLBL) in Q2 2026, closing a stake of 186 shares — an estimated $4.28K sold.

Clear Investment Research first reported a position in FLBL in Q2 2024 and held it in 7 quarters. The position peaked at $8.18K in Q3 2024. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Clear Investment Research reported no remaining Franklin Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 186 Franklin Senior Loan ETF shares in Q2 2026, an estimated $4.28K.
Clear Investment Research first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 7 quarters.
Clear Investment Research's Franklin Senior Loan ETF position peaked at $8.18K in Q3 2024.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.