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Coppell Advisory Solutions’s Franklin Senior Loan ETF FLBL Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-17
Closed -$412 – 863
2024
Q4 		$412 Hold
17
– – ﹤0.01% 1777
2024
Q3 		$412 Buy
+17
New +$413 ﹤0.01% 1674

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HFS
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KMWM
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions's FLBL Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Franklin Senior Loan ETF (FLBL) in Q1 2025, closing a stake of 17 shares — an estimated $412 sold.

Coppell Advisory Solutions first reported a position in FLBL in Q3 2024 and held it in 2 quarters. The position peaked at $412 in Q4 2024. 127 funds tracked by Wall St. Rank hold FLBL as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Franklin Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 17 Franklin Senior Loan ETF shares in Q1 2025, an estimated $412.
  • Coppell Advisory Solutions first reported a position in Franklin Senior Loan ETF in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Franklin Senior Loan ETF position peaked at $412 in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.