SWM
FLBL icon

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

SHP 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
2026
Q1 		$23.8M Sell
1,036,246
-147,080
-12% -$3.4M 1.8% 10
2025
Q4 		$27.7M Buy
+1,183,326
New +$28.1M 2.16% 9

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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
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
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

SHP Wealth Management's FLBL Position: Q1 2026 in Review

SHP Wealth Management reduced its Franklin Senior Loan ETF (FLBL) stake by 12% in Q1 2026, selling an estimated $3.4M and leaving 1,036,246 shares worth $23.8M. The position accounts for 1.8% of the portfolio, ranked #10.

SHP Wealth Management first reported a position in FLBL in Q4 2025 and has held it in 2 quarters since. The position peaked at $27.7M in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

  • SHP Wealth Management held 1,036,246 shares of Franklin Senior Loan ETF worth $23.8M as of Q1 2026.
  • SHP Wealth Management sold 147,080 Franklin Senior Loan ETF shares in Q1 2026, an estimated $3.4M.
  • Franklin Senior Loan ETF made up 1.8% of SHP Wealth Management's portfolio in Q1 2026, its #10 holding.
  • SHP Wealth Management first reported a position in Franklin Senior Loan ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Franklin Senior Loan ETF position peaked at $27.7M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.