Seed Wealth Management’s Franklin Senior Loan ETF FLBL Stock Holding History

Seed Wealth Management’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
2025 Q2	–	Sell	-28,254	Closed	-$680K	–	153
2025 Q1	$680K	Sell	28,254 -45,391	-62%	-$1.1M	0.55%	49
2024 Q4	$1.79M	Buy	73,645 +91	+0.1%	+$2.21K	1.44%	16
2024 Q3	$1.79M	Sell	73,554 -2,230	-3%	-$54.2K	1.43%	15
2024 Q2	$1.85M	Buy	75,784 +71	+0.1%	+$1.73K	1.61%	15
2024 Q1	$1.84M	Sell	75,713 -9,634	-11%	-$234K	1.76%	14
2023 Q4	$2.07M	Sell	85,347 -24,395	-22%	-$586K	2.09%	12
2023 Q3	$2.64M	Sell	109,742 -18,790	-15%	-$452K	2.97%	6
2023 Q2	$3.1M	Buy	128,532 +20,944	+19%	+$494K	3.28%	5
2023 Q1	$2.57M	Buy	107,588 +26,650	+33%	+$631K	2.91%	8
2022 Q4	$1.86M	Buy	+80,938	New	+$1.88M	2.13%	11

Other funds holding FLBL

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Seed Wealth Management's FLBL Position: Q2 2025 in Review

Seed Wealth Management sold out of Franklin Senior Loan ETF (FLBL) in Q2 2025, closing a stake of 28,254 shares — an estimated $680K sold.

Seed Wealth Management first reported a position in FLBL in Q4 2022 and held it in 10 quarters. The position peaked at $3.1M in Q2 2023. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

Seed Wealth Management reported no remaining Franklin Senior Loan ETF position as of Q2 2025 after selling out during the quarter.
Seed Wealth Management sold 28,254 Franklin Senior Loan ETF shares in Q2 2025, an estimated $680K.
Seed Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2022 and held it in 10 quarters.
Seed Wealth Management's Franklin Senior Loan ETF position peaked at $3.1M in Q2 2023.
132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Seed Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.