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Financial Gravity Asset Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Financial Gravity Asset Management’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
Q1 		$92 Buy
4
+1
+33% +$23 ﹤0.01% 869
2025
Q4 		$70 Sell
3
-25
-89% -$593 ﹤0.01% 684
2025
Q3 		$673 Buy
+28
New +$677 ﹤0.01% 830
2025
Q1 		$818 Buy
+34
New +$824 ﹤0.01% 895
2024
Q2 		$73 Sell
3
-34
-92% -$829 ﹤0.01% 1168
2024
Q1 		$907 Buy
37
+1
+3% +$24 ﹤0.01% 752
2023
Q4 		$908 Buy
+36
New +$865 ﹤0.01% 799

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
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

Financial Gravity Asset Management's FLBL Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Franklin Senior Loan ETF (FLBL) stake by 33% in Q1 2026, buying an estimated $23 and bringing the position to 4 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Financial Gravity Asset Management first reported a position in FLBL in Q4 2023 and has held it in 7 quarters since. The position peaked at $908 in Q4 2023. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • Financial Gravity Asset Management held 4 shares of Franklin Senior Loan ETF worth $92 as of Q1 2026.
  • Financial Gravity Asset Management bought 1 Franklin Senior Loan ETF share in Q1 2026, an estimated $23.
  • Franklin Senior Loan ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #869 holding.
  • Financial Gravity Asset Management first reported a position in Franklin Senior Loan ETF in Q4 2023 and has held it in 7 quarters since.
  • Financial Gravity Asset Management's Franklin Senior Loan ETF position peaked at $908 in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.