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

Greenline 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
Q1 		– Sell
-7,318
Closed -$171K – 251
2025
Q4 		$171K Buy
+7,318
New +$173K 0.18% 92

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
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

Greenline Wealth Management's FLBL Position: Q1 2026 in Review

Greenline Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 7,318 shares — an estimated $171K sold.

Greenline Wealth Management first reported a position in FLBL in Q4 2025 and held it in 1 quarter. The position peaked at $171K in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • Greenline Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 7,318 Franklin Senior Loan ETF shares in Q1 2026, an estimated $171K.
  • Greenline Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Franklin Senior Loan ETF position peaked at $171K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.