KWB Wealth
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
Q3 		$336K Sell
14,630
-2,043
-12% -$47K 0.03% 143
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

Prentice Wealth Management
Prentice Wealth Management Rochester, New York $493M AUM 7.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Independence Financial Advisors
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
Aire Advisors
Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

KWB Wealth's FLBL Position: Q3 2026 in Review

KWB Wealth reduced its Franklin Senior Loan ETF (FLBL) stake by 12% in Q3 2026, selling an estimated $47K and leaving 14,630 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #143.

KWB Wealth first reported a position in FLBL in Q3 2025 and has held it in 5 quarters since. The position peaked at $549K in Q4 2025. 35 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • KWB Wealth held 14,630 shares of Franklin Senior Loan ETF worth $336K as of Q3 2026.
  • KWB Wealth sold 2,043 Franklin Senior Loan ETF shares in Q3 2026, an estimated $47K.
  • Franklin Senior Loan ETF made up 0.03% of KWB Wealth's portfolio in Q3 2026, its #143 holding.
  • KWB Wealth first reported a position in Franklin Senior Loan ETF in Q3 2025 and has held it in 5 quarters since.
  • KWB Wealth's Franklin Senior Loan ETF position peaked at $549K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.