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Meriwether Wealth & Planning’s Franklin Senior Loan ETF FLBL Stock Holding History

Meriwether Wealth & Planning’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 		$9.43K Buy
+410
New +$9.44K ﹤0.01% 426

Other funds holding FLBL

IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Meriwether Wealth & Planning's FLBL Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Franklin Senior Loan ETF (FLBL) in Q3 2026: 410 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

9 funds tracked by Wall St. Rank hold FLBL as of Q3 2026.

  • Meriwether Wealth & Planning held 410 shares of Franklin Senior Loan ETF worth $9.43K as of Q3 2026.
  • Franklin Senior Loan ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Franklin Senior Loan ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #426 holding.
  • 9 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.