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Consultiva Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Consultiva Wealth Management’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
2025
Q3 		– Sell
-500
Closed -$12.1K – 260
2025
Q2 		$12.1K Hold
500
– – 0.04% 198
2025
Q1 		$12K Buy
+500
New +$12.1K 0.04% 192

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Consultiva Wealth Management's FLBL Position: Q3 2025 in Review

Consultiva Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q3 2025, closing a stake of 500 shares — an estimated $12.1K sold.

Consultiva Wealth Management first reported a position in FLBL in Q1 2025 and held it in 2 quarters. The position peaked at $12.1K in Q2 2025. 130 funds tracked by Wall St. Rank hold FLBL as of Q3 2025.

  • Consultiva Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 500 Franklin Senior Loan ETF shares in Q3 2025, an estimated $12.1K.
  • Consultiva Wealth Management first reported a position in Franklin Senior Loan ETF in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's Franklin Senior Loan ETF position peaked at $12.1K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.