Cornerstone Planning Group
FLBL icon

Cornerstone Planning Group’s Franklin Senior Loan ETF FLBL Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-20
Closed -$461 – 699
2026
Q2 		$461 Sell
20
-11
-35% -$253 ﹤0.01% 1715
2026
Q1 		$692 Buy
31
+1
+3% +$23 ﹤0.01% 1558
2025
Q4 		$704 Buy
+30
New +$711 ﹤0.01% 1432

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Cornerstone Planning Group's FLBL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Franklin Senior Loan ETF (FLBL) in Q3 2026, closing a stake of 20 shares — an estimated $461 sold.

Cornerstone Planning Group first reported a position in FLBL in Q4 2025 and held it in 3 quarters. The position peaked at $704 in Q4 2025. 37 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Franklin Senior Loan ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 Franklin Senior Loan ETF shares in Q3 2026, an estimated $461.
  • Cornerstone Planning Group first reported a position in Franklin Senior Loan ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Franklin Senior Loan ETF position peaked at $704 in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.