KW
FLBL icon

KWB Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

KWB Wealth’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 		$382K Sell
16,673
-6,440
-28% -$148K 0.03% 124
2026
Q1 		$541K Sell
23,113
-312
-1% -$7.22K 0.05% 92
2025
Q4 		$549K Buy
23,425
+12,266
+110% +$291K 0.05% 96
2025
Q3 		$270K Buy
+11,159
New +$270K 0.03% 132

Other funds holding FLBL

PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $343M AUM 35.3% 1-Year Est. Return
TF
Tenzing Financial Williamsburg, Virginia $146M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM