KWM
FLBL icon

Kingsview Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Kingsview Wealth Management’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
2021
Q3 		– Sell
-11,668
Closed -$291K – 922
2021
Q2 		$291K Sell
11,668
-793
-6% -$19.8K 0.01% 705
2021
Q1 		$309K Buy
+12,461
New +$312K 0.02% 630

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AWM
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OWA
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Mariner
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CFD
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingsview Wealth Management's FLBL Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q3 2021, closing a stake of 11,668 shares — an estimated $291K sold.

Kingsview Wealth Management first reported a position in FLBL in Q1 2021 and held it in 2 quarters. The position peaked at $309K in Q1 2021. 8 funds tracked by Wall St. Rank hold FLBL as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 11,668 Franklin Senior Loan ETF shares in Q3 2021, an estimated $291K.
  • Kingsview Wealth Management first reported a position in Franklin Senior Loan ETF in Q1 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's Franklin Senior Loan ETF position peaked at $309K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.