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 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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFP

Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return

Medallion Wealth Advisors's FLBL Position: Q1 2026 in Review

Medallion Wealth Advisors held its Franklin Senior Loan ETF (FLBL) position steady in Q1 2026 at 620 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Medallion Wealth Advisors first reported a position in FLBL in Q2 2025 and has held it in 4 quarters since. The position peaked at $15K in Q2 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Medallion Wealth Advisors held 620 shares of Franklin Senior Loan ETF worth $14.3K as of Q1 2026.
Medallion Wealth Advisors left its Franklin Senior Loan ETF share count unchanged in Q1 2026.
Franklin Senior Loan ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #716 holding.
Medallion Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q2 2025 and has held it in 4 quarters since.
Medallion Wealth Advisors's Franklin Senior Loan ETF position peaked at $15K in Q2 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.