Foguth Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Foguth Wealth 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 Q2	$3M	Buy	130,078 +6,981	+6%	+$160K	0.34%	58
2026 Q1	$2.83M	Sell	123,097 -39,547	-24%	-$915K	0.33%	57
2025 Q4	$3.81M	Buy	+162,644	New	+$3.86M	0.59%	53
2025 Q2	$3.75M	Sell	154,685 -35,287	-19%	-$845K	0.8%	37
2025 Q1	$4.57M	Buy	189,972 +108,451	+133%	+$2.63M	1.11%	27
2024 Q4	$1.99M	Buy	81,521 +19,449	+31%	+$473K	0.52%	45
2024 Q3	$1.51M	Buy	62,072 +27,678	+80%	+$672K	0.55%	45
2024 Q2	$840K	Buy	+34,394	New	+$839K	0.37%	48

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

Foguth Wealth Management's FLBL Position: Q2 2026 in Review

Foguth Wealth Management increased its Franklin Senior Loan ETF (FLBL) stake by 5.7% in Q2 2026, buying an estimated $160K and bringing the position to 130,078 shares worth $3M. The position accounts for 0.34% of the portfolio, ranked #58.

Foguth Wealth Management first reported a position in FLBL in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.57M in Q1 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Foguth Wealth Management held 130,078 shares of Franklin Senior Loan ETF worth $3M as of Q2 2026.
Foguth Wealth Management bought 6,981 Franklin Senior Loan ETF shares in Q2 2026, an estimated $160K.
Franklin Senior Loan ETF made up 0.34% of Foguth Wealth Management's portfolio in Q2 2026, its #58 holding.
Foguth Wealth Management first reported a position in Franklin Senior Loan ETF in Q2 2024 and has held it in 8 quarters since.
Foguth Wealth Management's Franklin Senior Loan ETF position peaked at $4.57M in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.