BFC Planning, Inc.’s Franklin Senior Loan ETF FLBL Stock Holding History

BFC Planning, Inc.’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	$5.09K	Hold	222	–	–	﹤0.01%	2674
2026 Q1	$5.11K	Hold	222	–	–	﹤0.01%	2301
2025 Q4	$5.2K	Hold	222	–	–	﹤0.01%	2346
2025 Q3	$5.33K	Buy	+222	New	+$5.37K	﹤0.01%	2175
2025 Q2	–	Sell	-2,090	Closed	-$50.3K	–	2733
2025 Q1	$50.3K	Sell	2,090 -264	-11%	-$6.4K	﹤0.01%	1101
2024 Q4	$57.1K	Buy	+2,354	New	+$57.2K	﹤0.01%	1050

Other funds holding FLBL

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Sage Advisory Services Austin, Texas $186M AUM 7.57% 1-Year Est. Return

BFC Planning, Inc.'s FLBL Position: Q2 2026 in Review

BFC Planning, Inc. held its Franklin Senior Loan ETF (FLBL) position steady in Q2 2026 at 222 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

BFC Planning, Inc. first reported a position in FLBL in Q4 2024 and has held it in 6 quarters since. The position peaked at $57.1K in Q4 2024. 123 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

BFC Planning, Inc. held 222 shares of Franklin Senior Loan ETF worth $5.09K as of Q2 2026.
BFC Planning, Inc. left its Franklin Senior Loan ETF share count unchanged in Q2 2026.
Franklin Senior Loan ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2674 holding.
BFC Planning, Inc. first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
BFC Planning, Inc.'s Franklin Senior Loan ETF position peaked at $57.1K in Q4 2024.
123 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.