Prevail Innovative Wealth Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Prevail Innovative 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	–	Sell	-721,609	Closed	-$16.9M	–	201
2025 Q4	$16.9M	Sell	721,609 -15,757	-2%	-$374K	3.03%	1
2025 Q3	$17.7M	Buy	737,366 +68,129	+10%	+$1.65M	3.44%	1
2025 Q2	$16.2M	Buy	669,237 +35,836	+6%	+$858K	3.64%	1
2025 Q1	$15.2M	Buy	633,401 +110,883	+21%	+$2.69M	4.06%	1
2024 Q4	$12.7M	Buy	522,518 +118,459	+29%	+$2.88M	3.67%	1
2024 Q3	$9.81M	Buy	404,059 +163,440	+68%	+$3.97M	2.99%	2
2024 Q2	$5.87M	Buy	240,619 +73,314	+44%	+$1.79M	2.08%	4
2024 Q1	$4.1M	Buy	+167,305	New	+$4.07M	1.52%	8

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

Prevail Innovative Wealth Advisors's FLBL Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Franklin Senior Loan ETF (FLBL) in Q1 2026, closing a stake of 721,609 shares — an estimated $16.9M sold.

Prevail Innovative Wealth Advisors first reported a position in FLBL in Q1 2024 and held it in 8 quarters. The position peaked at $17.7M in Q3 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Franklin Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 721,609 Franklin Senior Loan ETF shares in Q1 2026, an estimated $16.9M.
Prevail Innovative Wealth Advisors first reported a position in Franklin Senior Loan ETF in Q1 2024 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Franklin Senior Loan ETF position peaked at $17.7M in Q3 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.