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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
Q3 		$1.22M Buy
53,059
+4,378
+9% +$101K 0.12% 101
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

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies's FLBL Position: Q3 2026 in Review

Insight Wealth Strategies increased its Franklin Senior Loan ETF (FLBL) stake by 9% in Q3 2026, buying an estimated $101K and bringing the position to 53,059 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #101.

Insight Wealth Strategies first reported a position in FLBL in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2025. 6 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • Insight Wealth Strategies held 53,059 shares of Franklin Senior Loan ETF worth $1.22M as of Q3 2026.
  • Insight Wealth Strategies bought 4,378 Franklin Senior Loan ETF shares in Q3 2026, an estimated $101K.
  • Franklin Senior Loan ETF made up 0.12% of Insight Wealth Strategies's portfolio in Q3 2026, its #101 holding.
  • Insight Wealth Strategies first reported a position in Franklin Senior Loan ETF in Q1 2025 and has held it in 7 quarters since.
  • Insight Wealth Strategies's Franklin Senior Loan ETF position peaked at $1.31M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.