Medallion Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Medallion Wealth Advisors’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	-620	Closed	-$14.3K	–	1251
2026 Q1	$14.3K	Hold	620	–	–	﹤0.01%	716
2025 Q4	$14.5K	Hold	620	–	–	﹤0.01%	694
2025 Q3	$14.9K	Hold	620	–	–	0.01%	685
2025 Q2	$15K	Buy	+620	New	+$14.8K	0.01%	672

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

Medallion Wealth Advisors's FLBL Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q2 2026, closing a stake of 620 shares — an estimated $14.3K sold.

Medallion Wealth Advisors first reported a position in FLBL in Q2 2025 and held it in 4 quarters. The position peaked at $15K in Q2 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Medallion Wealth Advisors reported no remaining Franklin Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 620 Franklin Senior Loan ETF shares in Q2 2026, an estimated $14.3K.
Medallion Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q2 2025 and held it in 4 quarters.
Medallion Wealth Advisors's Franklin Senior Loan ETF position peaked at $15K in Q2 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.