Independence Financial Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Independence Financial Advisors’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	$6.85M	Buy	298,880 +24,213	+9%	+$557K	1.78%	22
2026 Q1	$6.32M	Buy	274,667 +12,165	+5%	+$282K	1.9%	21
2025 Q4	$6.15M	Buy	262,502 +13,951	+6%	+$331K	1.69%	22
2025 Q3	$5.97M	Buy	248,551 +15,855	+7%	+$383K	1.82%	22
2025 Q2	$5.64M	Buy	232,696 +6,990	+3%	+$167K	2.19%	17
2025 Q1	$5.43M	Buy	+225,706	New	+$5.47M	2.07%	17

Other funds holding FLBL

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return

Tenzing Financial Williamsburg, Virginia $146M AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return