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Summit Investment Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

Summit Investment Advisors’s Portfolio FLBL Stock Details FLBL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.29M Buy
177,999
+4,695
+3% +$113K 3.53% 11
2025
Q1 		$4.13M Buy
173,304
+4,429
+3% +$106K 3.68% 10
2024
Q4 		$4.1M Buy
+168,875
New +$4.1M 3.64% 12