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RWA Wealth Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

RWA Wealth Partners’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
2022
Q2 		– Sell
-319,712
Closed -$7.89M – 246
2022
Q1 		$7.89M Buy
+319,712
New +$7.93M 0.51% 51

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
D
Diversified Wilmington, Delaware $911M AUM 31% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RWA Wealth Partners's FLBL Position: Q2 2022 in Review

RWA Wealth Partners sold out of Franklin Senior Loan ETF (FLBL) in Q2 2022, closing a stake of 319,712 shares — an estimated $7.89M sold.

RWA Wealth Partners first reported a position in FLBL in Q1 2022 and held it in 1 quarter. The position peaked at $7.89M in Q1 2022. 30 funds tracked by Wall St. Rank hold FLBL as of Q2 2022.

  • RWA Wealth Partners reported no remaining Franklin Senior Loan ETF position as of Q2 2022 after selling out during the quarter.
  • RWA Wealth Partners sold 319,712 Franklin Senior Loan ETF shares in Q2 2022, an estimated $7.89M.
  • RWA Wealth Partners first reported a position in Franklin Senior Loan ETF in Q1 2022 and held it in 1 quarter.
  • RWA Wealth Partners's Franklin Senior Loan ETF position peaked at $7.89M in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2022.

Based on RWA Wealth Partners's 13F filing for Q2 2022, filed 14 Jul 2022.