Envestnet Portfolio Solutions’s Franklin Senior Loan ETF FLBL Stock Holding History

Envestnet Portfolio 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 Q4	–	Sell	-20,336	Closed	-$488K	–	1509
2025 Q3	$488K	Sell	20,336 -551	-3%	-$13.3K	﹤0.01%	1042
2025 Q2	$506K	Sell	20,887 -38,244	-65%	-$916K	﹤0.01%	1094
2025 Q1	$1.42M	Sell	59,131 -11,986	-17%	-$290K	0.01%	695
2024 Q4	$1.73M	Buy	71,117 +13,731	+24%	+$334K	0.01%	712
2024 Q3	$1.39M	Sell	57,386 -693	-1%	-$16.8K	﹤0.01%	786
2024 Q2	$1.42M	Buy	58,079 +29,848	+106%	+$728K	﹤0.01%	744
2024 Q1	$692K	Buy	28,231 +3,412	+14%	+$82.9K	﹤0.01%	985
2023 Q4	$603K	Buy	+24,819	New	+$596K	﹤0.01%	970

Other funds holding FLBL

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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Envestnet Portfolio Solutions's FLBL Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Franklin Senior Loan ETF (FLBL) in Q4 2025, closing a stake of 20,336 shares — an estimated $488K sold.

Envestnet Portfolio Solutions first reported a position in FLBL in Q4 2023 and held it in 8 quarters. The position peaked at $1.73M in Q4 2024. 131 funds tracked by Wall St. Rank hold FLBL as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Franklin Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 20,336 Franklin Senior Loan ETF shares in Q4 2025, an estimated $488K.
Envestnet Portfolio Solutions first reported a position in Franklin Senior Loan ETF in Q4 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Franklin Senior Loan ETF position peaked at $1.73M in Q4 2024.
131 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.