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
2026 Q2	$92	Buy	+4	New	+$92	﹤0.01%	934
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

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 22.9% 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

Financial Gravity Companies's FLBL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 4 shares worth $92. The stake represents ﹤0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FLBL as recently as Q2 2025.

Financial Gravity Companies first reported a position in FLBL in Q3 2024 and has held it in 4 quarters since. The position peaked at $825 in Q4 2024. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Financial Gravity Companies held 4 shares of Franklin Senior Loan ETF worth $92 as of Q2 2026.
Franklin Senior Loan ETF was a new Financial Gravity Companies position in Q2 2026.
Franklin Senior Loan ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #934 holding.
Financial Gravity Companies first reported a position in Franklin Senior Loan ETF in Q3 2024 and has held it in 4 quarters since.
Financial Gravity Companies's Franklin Senior Loan ETF position peaked at $825 in Q4 2024.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.