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Impact Partnership Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-177
Closed -$4.34K – 375
2024
Q1 		$4.34K Hold
177
– – ﹤0.01% 515
2023
Q4 		$4.3K Sell
177
-9
-5% -$216 ﹤0.01% 597
2023
Q3 		$4.47K Buy
+186
New +$4.48K ﹤0.01% 703

Other funds holding FLBL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Impact Partnership Wealth's FLBL Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Franklin Senior Loan ETF (FLBL) in Q2 2024, closing a stake of 177 shares — an estimated $4.34K sold.

Impact Partnership Wealth first reported a position in FLBL in Q3 2023 and held it in 3 quarters. The position peaked at $4.47K in Q3 2023. 99 funds tracked by Wall St. Rank hold FLBL as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Franklin Senior Loan ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 177 Franklin Senior Loan ETF shares in Q2 2024, an estimated $4.34K.
  • Impact Partnership Wealth first reported a position in Franklin Senior Loan ETF in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Franklin Senior Loan ETF position peaked at $4.47K in Q3 2023.
  • 99 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.