Envestnet Portfolio Solutions
FLBL icon

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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $594M AUM 14.56% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return