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

Financial Gravity Companies’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
Q2 		$751 Buy
+31
New +$742 ﹤0.01% 826
2024
Q4 		$825 Buy
34
+2
+6% +$49 ﹤0.01% 823
2024
Q3 		$777 Buy
+32
New +$777 ﹤0.01% 560

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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Financial Gravity Companies's FLBL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2025: 31 shares worth $751. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLBL as recently as Q4 2024.

Financial Gravity Companies first reported a position in FLBL in Q3 2024 and has held it in 3 quarters since. The position peaked at $825 in Q4 2024. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • Financial Gravity Companies held 31 shares of Franklin Senior Loan ETF worth $751 as of Q2 2025.
  • Franklin Senior Loan ETF was a new Financial Gravity Companies position in Q2 2025.
  • Franklin Senior Loan ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #826 holding.
  • Financial Gravity Companies first reported a position in Franklin Senior Loan ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's Franklin Senior Loan ETF position peaked at $825 in Q4 2024.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.