Curran Financial Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

Curran Financial Partners’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	$19.1M	Buy	831,237 +97,688	+13%	+$2.25M	2.84%	10
2026 Q1	$16.9M	Buy	733,549 +74,864	+11%	+$1.73M	3.02%	10
2025 Q4	$15.4M	Buy	658,685 +125,817	+24%	+$2.98M	2.93%	11
2025 Q3	$12.8M	Buy	532,868 +176,118	+49%	+$4.26M	2.53%	12
2025 Q2	$8.64M	Buy	+356,750	New	+$8.54M	1.91%	17

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 22.96% 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

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Curran Financial Partners's FLBL Position: Q2 2026 in Review

Curran Financial Partners increased its Franklin Senior Loan ETF (FLBL) stake by 13% in Q2 2026, buying an estimated $2.25M and bringing the position to 831,237 shares worth $19.1M. The position accounts for 2.84% of the portfolio, ranked #10.

Curran Financial Partners first reported a position in FLBL in Q2 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Curran Financial Partners held 831,237 shares of Franklin Senior Loan ETF worth $19.1M as of Q2 2026.
Curran Financial Partners bought 97,688 Franklin Senior Loan ETF shares in Q2 2026, an estimated $2.25M.
Franklin Senior Loan ETF made up 2.84% of Curran Financial Partners's portfolio in Q2 2026, its #10 holding.
Curran Financial Partners first reported a position in Franklin Senior Loan ETF in Q2 2025 and has held it in 5 quarters since.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.