Creative Planning
FLBL icon

Creative Planning’s Franklin Senior Loan ETF FLBL Stock Holding History

Creative Planning’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
2022
Q3 		– Sell
-10,172
Closed -$235K – 2364
2022
Q2 		$235K Hold
10,172
– – ﹤0.01% 1780
2022
Q1 		$251K Buy
+10,172
New +$252K ﹤0.01% 1750

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Creative Planning's FLBL Position: Q3 2022 in Review

Creative Planning sold out of Franklin Senior Loan ETF (FLBL) in Q3 2022, closing a stake of 10,172 shares — an estimated $235K sold.

Creative Planning first reported a position in FLBL in Q1 2022 and held it in 2 quarters. The position peaked at $251K in Q1 2022. 27 funds tracked by Wall St. Rank hold FLBL as of Q3 2022.

  • Creative Planning reported no remaining Franklin Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
  • Creative Planning sold 10,172 Franklin Senior Loan ETF shares in Q3 2022, an estimated $235K.
  • Creative Planning first reported a position in Franklin Senior Loan ETF in Q1 2022 and held it in 2 quarters.
  • Creative Planning's Franklin Senior Loan ETF position peaked at $251K in Q1 2022.
  • 27 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2022.

Based on Creative Planning's 13F filing for Q3 2022, filed 3 Nov 2022.