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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Buy	65,481 +11,979	+22%	+$290K	0.55%	34
2025 Q1	$1.25M	Buy	53,502 +6,216	+13%	+$145K	0.54%	35
2024 Q4	$1.15M	Buy	47,286 +9,628	+26%	+$234K	0.45%	37
2024 Q3	$912K	Buy	37,658 +4,065	+12%	+$98.4K	0.41%	40
2024 Q2	$819K	Buy	+33,593	New	+$819K	0.36%	45