Insight Wealth Strategies’s Franklin Senior Loan ETF FLBL Stock Holding History

Insight Wealth Strategies’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	$1.11M	Sell	48,681 -7,137	-13%	-$164K	0.11%	103
2026 Q1	$1.28M	Sell	55,818 -289	-0.5%	-$6.69K	0.14%	103
2025 Q4	$1.31M	Buy	56,107 +6,424	+13%	+$152K	0.15%	98
2025 Q3	$1.19M	Buy	49,683 +20,584	+71%	+$498K	0.14%	101
2025 Q2	$702K	Buy	29,099 +16,622	+133%	+$398K	0.09%	111
2025 Q1	$300K	Buy	+12,477	New	+$302K	0.04%	135

Other funds holding FLBL

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PWM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FTS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Insight Wealth Strategies's FLBL Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Franklin Senior Loan ETF (FLBL) stake by 13% in Q2 2026, selling an estimated $164K and leaving 48,681 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #103.

Insight Wealth Strategies first reported a position in FLBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2025. 54 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Insight Wealth Strategies held 48,681 shares of Franklin Senior Loan ETF worth $1.11M as of Q2 2026.
Insight Wealth Strategies sold 7,137 Franklin Senior Loan ETF shares in Q2 2026, an estimated $164K.
Franklin Senior Loan ETF made up 0.11% of Insight Wealth Strategies's portfolio in Q2 2026, its #103 holding.
Insight Wealth Strategies first reported a position in Franklin Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Insight Wealth Strategies's Franklin Senior Loan ETF position peaked at $1.31M in Q4 2025.
54 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.