Park Square Financial Group’s Franklin Senior Loan ETF FLBL Stock Holding History

Park Square Financial Group’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	$3.63K	Buy	158 +146	+1,217%	+$3.38K	0.03%	173
2025 Q4	$291	Buy	12 +1	+9%	+$24	﹤0.01%	227
2025 Q3	$264	Hold	11	–	–	﹤0.01%	245
2025 Q2	$267	Buy	+11	New	+$263	﹤0.01%	985
2025 Q1	–	Sell	-32	Closed	-$776	–	997
2024 Q4	$776	Buy	+32	New	+$778	﹤0.01%	907

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

Park Square Financial Group's FLBL Position: Q1 2026 in Review

Park Square Financial Group increased its Franklin Senior Loan ETF (FLBL) stake by 1,217% in Q1 2026, buying an estimated $3.38K and bringing the position to 158 shares worth $3.63K. The position accounts for 0.03% of the portfolio, ranked #173.

Park Square Financial Group first reported a position in FLBL in Q4 2024 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Park Square Financial Group held 158 shares of Franklin Senior Loan ETF worth $3.63K as of Q1 2026.
Park Square Financial Group bought 146 Franklin Senior Loan ETF shares in Q1 2026, an estimated $3.38K.
Franklin Senior Loan ETF made up 0.03% of Park Square Financial Group's portfolio in Q1 2026, its #173 holding.
Park Square Financial Group first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.