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Integrated Wealth Concepts’s Franklin Senior Loan ETF FLBL Stock Holding History

Integrated Wealth Concepts’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 		$4.31M Buy
+188,231
New +$4.33M 0.03% 538
2024
Q1 		– Sell
-8,992
Closed -$218K – 1673
2023
Q4 		$218K Buy
+8,992
New +$216K ﹤0.01% 1426

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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
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

Integrated Wealth Concepts's FLBL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 188,231 shares worth $4.31M. The stake represents 0.03% of the portfolio and ranks #538 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FLBL as recently as Q4 2023.

Integrated Wealth Concepts first reported a position in FLBL in Q4 2023 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

  • Integrated Wealth Concepts held 188,231 shares of Franklin Senior Loan ETF worth $4.31M as of Q2 2026.
  • Franklin Senior Loan ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Franklin Senior Loan ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #538 holding.
  • Integrated Wealth Concepts first reported a position in Franklin Senior Loan ETF in Q4 2023 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.