PlanVest Financial’s Franklin Senior Loan ETF FLBL Stock Holding History

PlanVest Financial’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	$42.6K	Buy	1,860 +50	+3%	+$1.15K	0.03%	243
2026 Q1	$41.6K	Buy	+1,810	New	+$41.9K	0.03%	228

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

PlanVest Financial's FLBL Position: Q2 2026 in Review

PlanVest Financial increased its Franklin Senior Loan ETF (FLBL) stake by 2.8% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,860 shares worth $42.6K. The position accounts for 0.03% of the portfolio, ranked #243.

PlanVest Financial first reported a position in FLBL in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

PlanVest Financial held 1,860 shares of Franklin Senior Loan ETF worth $42.6K as of Q2 2026.
PlanVest Financial bought 50 Franklin Senior Loan ETF shares in Q2 2026, an estimated $1.15K.
Franklin Senior Loan ETF made up 0.03% of PlanVest Financial's portfolio in Q2 2026, its #243 holding.
PlanVest Financial first reported a position in Franklin Senior Loan ETF in Q1 2026 and has held it in 2 quarters since.
121 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.