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

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

Independence Financial Advisors's FLBL Position: Q2 2026 in Review

Independence Financial Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 8.8% in Q2 2026, buying an estimated $557K and bringing the position to 298,880 shares worth $6.85M. The position accounts for 1.78% of the portfolio, ranked #22.

Independence Financial Advisors first reported a position in FLBL in Q1 2025 and has held it in 6 quarters since. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Independence Financial Advisors held 298,880 shares of Franklin Senior Loan ETF worth $6.85M as of Q2 2026.
Independence Financial Advisors bought 24,213 Franklin Senior Loan ETF shares in Q2 2026, an estimated $557K.
Franklin Senior Loan ETF made up 1.78% of Independence Financial Advisors's portfolio in Q2 2026, its #22 holding.
Independence Financial Advisors first reported a position in Franklin Senior Loan ETF in Q1 2025 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 Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.