Evolution Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Evolution Wealth Advisors’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	$649K	Sell	28,308 -2,136	-7%	-$49.1K	0.08%	102
2026 Q1	$700K	Buy	30,444 +16	+0.1%	+$370	0.07%	91
2025 Q4	$713K	Sell	30,428 -953	-3%	-$22.6K	0.07%	85
2025 Q3	$754K	Buy	31,381 +26	+0.1%	+$628	0.1%	83
2025 Q2	$760K	Sell	31,355 -620	-2%	-$14.8K	0.11%	82
2025 Q1	$770K	Buy	31,975 +1,570	+5%	+$38K	0.13%	72
2024 Q4	$738K	Hold	30,405	–	–	0.12%	73
2024 Q3	$738K	Buy	30,405 +1,215	+4%	+$29.5K	0.13%	69
2024 Q2	$713K	Buy	+29,190	New	+$712K	0.14%	68

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

CFP

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

SAS

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

Evolution Wealth Advisors's FLBL Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Franklin Senior Loan ETF (FLBL) stake by 7% in Q2 2026, selling an estimated $49.1K and leaving 28,308 shares worth $649K. The position accounts for 0.08% of the portfolio, ranked #102.

Evolution Wealth Advisors first reported a position in FLBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $770K in Q1 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Evolution Wealth Advisors held 28,308 shares of Franklin Senior Loan ETF worth $649K as of Q2 2026.
Evolution Wealth Advisors sold 2,136 Franklin Senior Loan ETF shares in Q2 2026, an estimated $49.1K.
Franklin Senior Loan ETF made up 0.08% of Evolution Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Evolution Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Evolution Wealth Advisors's Franklin Senior Loan ETF position peaked at $770K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.