Sovran Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Sovran Advisors’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	$1.56M	Buy	67,907 +3,202	+5%	+$73.6K	0.12%	195
2026 Q1	$1.5M	Sell	64,705 -1,992	-3%	-$46.1K	0.12%	180
2025 Q4	$1.57M	Buy	66,697 +3,795	+6%	+$90K	0.13%	172
2025 Q3	$1.5M	Sell	62,902 -58,693	-48%	-$1.42M	0.13%	170
2025 Q2	$2.94M	Buy	121,595 +69,867	+135%	+$1.67M	0.31%	92
2025 Q1	$1.22M	Buy	51,728 +39,568	+325%	+$959K	0.16%	153
2024 Q4	$296K	Buy	+12,160	New	+$295K	0.04%	339

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 New York $609B AUM 40.19% 1-Year Est. Return

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

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

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

Sovran Advisors's FLBL Position: Q2 2026 in Review

Sovran Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 4.9% in Q2 2026, buying an estimated $73.6K and bringing the position to 67,907 shares worth $1.56M. The position accounts for 0.12% of the portfolio, ranked #195.

Sovran Advisors first reported a position in FLBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q2 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Sovran Advisors held 67,907 shares of Franklin Senior Loan ETF worth $1.56M as of Q2 2026.
Sovran Advisors bought 3,202 Franklin Senior Loan ETF shares in Q2 2026, an estimated $73.6K.
Franklin Senior Loan ETF made up 0.12% of Sovran Advisors's portfolio in Q2 2026, its #195 holding.
Sovran Advisors first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's Franklin Senior Loan ETF position peaked at $2.94M in Q2 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.