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

Maia 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	–	Sell	-84,426	Closed	-$1.94M	–	362
2026 Q1	$1.94M	Buy	84,426 +21,024	+33%	+$487K	0.33%	95
2025 Q4	$1.46M	Buy	63,402 +30,653	+94%	+$727K	0.25%	110
2025 Q3	$778K	Buy	+32,749	New	+$792K	0.13%	171

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

Maia Wealth's FLBL Position: Q2 2026 in Review

Maia Wealth sold out of Franklin Senior Loan ETF (FLBL) in Q2 2026, closing a stake of 84,426 shares — an estimated $1.94M sold.

Maia Wealth first reported a position in FLBL in Q3 2025 and held it in 3 quarters. The position peaked at $1.94M in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Maia Wealth reported no remaining Franklin Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Maia Wealth sold 84,426 Franklin Senior Loan ETF shares in Q2 2026, an estimated $1.94M.
Maia Wealth first reported a position in Franklin Senior Loan ETF in Q3 2025 and held it in 3 quarters.
Maia Wealth's Franklin Senior Loan ETF position peaked at $1.94M in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.