Global Retirement Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

Global Retirement Partners’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	$43.8K	Buy	+1,912	New	+$44K	﹤0.01%	2605
2025 Q4	$42.7K	Buy	1,825 +25	+1%	+$593	﹤0.01%	2450
2025 Q3	$43.2K	Buy	1,800 +810	+82%	+$19.6K	﹤0.01%	1979
2025 Q2	$24K	Buy	+990	New	+$23.7K	﹤0.01%	2193
2024 Q4	$27K	Buy	1,112 +1,043	+1,512%	+$25.3K	﹤0.01%	1926
2024 Q3	$1.68K	Buy	+69	New	+$1.68K	﹤0.01%	2995

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

Global Retirement Partners's FLBL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 1,912 shares worth $43.8K. The stake represents ﹤0.01% of the portfolio and ranks #2605 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FLBL as recently as Q4 2025.

Global Retirement Partners first reported a position in FLBL in Q3 2024 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Global Retirement Partners held 1,912 shares of Franklin Senior Loan ETF worth $43.8K as of Q2 2026.
Franklin Senior Loan ETF was a new Global Retirement Partners position in Q2 2026.
Franklin Senior Loan ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2605 holding.
Global Retirement Partners first reported a position in Franklin Senior Loan ETF in Q3 2024 and has held it in 6 quarters since.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.