FLP
FSSL

Financial Life Planners’s FS Specialty Lending Fund FSSL Stock Holding History

Financial Life Planners’s Portfolio FSSL Stock Details FSSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.9K Buy
1,518
+53
+4% +$626 0.01% 202
2026
Q1 		$18.3K Buy
+1,465
New +$19.1K 0.01% 192

Other funds holding FSSL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return

Financial Life Planners's FSSL Position: Q2 2026 in Review

Financial Life Planners increased its FS Specialty Lending Fund (FSSL) stake by 3.6% in Q2 2026, buying an estimated $626 and bringing the position to 1,518 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #202.

Financial Life Planners first reported a position in FSSL in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.3K in Q1 2026. 100 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Financial Life Planners held 1,518 shares of FS Specialty Lending Fund worth $16.9K as of Q2 2026.
  • Financial Life Planners bought 53 FS Specialty Lending Fund shares in Q2 2026, an estimated $626.
  • FS Specialty Lending Fund made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #202 holding.
  • Financial Life Planners first reported a position in FS Specialty Lending Fund in Q1 2026 and has held it in 2 quarters since.
  • Financial Life Planners's FS Specialty Lending Fund position peaked at $18.3K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.