Intrua Financial’s Franklin Senior Loan ETF FLBL Stock Holding History

Intrua Financial’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	$271K	Sell	11,828 -2,965	-20%	-$68.2K	0.02%	414
2026 Q1	$340K	Sell	14,793 -4,748	-24%	-$110K	0.04%	340
2025 Q4	$458K	Sell	19,541 -954	-5%	-$22.6K	0.05%	272
2025 Q3	$492K	Sell	20,495 -3,955	-16%	-$95.6K	0.05%	255
2025 Q2	$592K	Sell	24,450 -2,690	-10%	-$64.4K	0.08%	182
2025 Q1	$653K	Buy	+27,140	New	+$658K	0.1%	157

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 22.96% 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

Intrua Financial's FLBL Position: Q2 2026 in Review

Intrua Financial reduced its Franklin Senior Loan ETF (FLBL) stake by 20% in Q2 2026, selling an estimated $68.2K and leaving 11,828 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #414.

Intrua Financial first reported a position in FLBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $653K in Q1 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Intrua Financial held 11,828 shares of Franklin Senior Loan ETF worth $271K as of Q2 2026.
Intrua Financial sold 2,965 Franklin Senior Loan ETF shares in Q2 2026, an estimated $68.2K.
Franklin Senior Loan ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #414 holding.
Intrua Financial first reported a position in Franklin Senior Loan ETF in Q1 2025 and has held it in 6 quarters since.
Intrua Financial's Franklin Senior Loan ETF position peaked at $653K in Q1 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.