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Simplicity Wealth’s Franklin Senior Loan ETF FLBL Stock Holding History

Simplicity Wealth’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
Q2 		$702K Buy
+30,618
New +$704K 0.02% 532

Other funds holding FLBL

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Simplicity Wealth's FLBL Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Franklin Senior Loan ETF (FLBL) in Q2 2026: 30,618 shares worth $702K. The stake represents 0.02% of the portfolio and ranks #532 among its holdings.

122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

  • Simplicity Wealth held 30,618 shares of Franklin Senior Loan ETF worth $702K as of Q2 2026.
  • Franklin Senior Loan ETF was a new Simplicity Wealth position in Q2 2026.
  • Franklin Senior Loan ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #532 holding.
  • 122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.