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 Q2	$963	Sell	42 -116	-73%	-$2.67K	0.01%	198
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

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

Park Square Financial Group's FLBL Position: Q2 2026 in Review

Park Square Financial Group reduced its Franklin Senior Loan ETF (FLBL) stake by 73% in Q2 2026, selling an estimated $2.67K and leaving 42 shares worth $963. The position accounts for 0.01% of the portfolio, ranked #198.

Park Square Financial Group first reported a position in FLBL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.63K in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Park Square Financial Group held 42 shares of Franklin Senior Loan ETF worth $963 as of Q2 2026.
Park Square Financial Group sold 116 Franklin Senior Loan ETF shares in Q2 2026, an estimated $2.67K.
Franklin Senior Loan ETF made up 0.01% of Park Square Financial Group's portfolio in Q2 2026, its #198 holding.
Park Square Financial Group first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
Park Square Financial Group's Franklin Senior Loan ETF position peaked at $3.63K in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.