Steward Partners Investment Advisory’s Franklin Senior Loan ETF FLBL Stock Holding History

Steward Partners Investment Advisory’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	$4.97M	Buy	216,163 +1,733	+0.8%	+$40.1K	0.03%	516
2025 Q4	$5.02M	Buy	214,430 +6,333	+3%	+$150K	0.03%	468
2025 Q3	$5M	Buy	208,097 +6,806	+3%	+$164K	0.03%	470
2025 Q2	$4.88M	Sell	201,291 -2,902	-1%	-$69.5K	0.04%	434
2025 Q1	$4.91M	Buy	204,193 +204,093	+204,093%	+$4.94M	0.04%	404
2024 Q4	$2.43K	Buy	+100	New	+$2.43K	﹤0.01%	3588

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 New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Steward Partners Investment Advisory's FLBL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Franklin Senior Loan ETF (FLBL) stake by 0.81% in Q1 2026, buying an estimated $40.1K and bringing the position to 216,163 shares worth $4.97M. The position accounts for 0.03% of the portfolio, ranked #516.

Steward Partners Investment Advisory first reported a position in FLBL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.02M in Q4 2025. 119 funds tracked by Wall St. Rank hold FLBL as of Q1 2026.

Steward Partners Investment Advisory held 216,163 shares of Franklin Senior Loan ETF worth $4.97M as of Q1 2026.
Steward Partners Investment Advisory bought 1,733 Franklin Senior Loan ETF shares in Q1 2026, an estimated $40.1K.
Franklin Senior Loan ETF made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #516 holding.
Steward Partners Investment Advisory first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
Steward Partners Investment Advisory's Franklin Senior Loan ETF position peaked at $5.02M in Q4 2025.
119 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.