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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.29M Buy
177,999
+4,695
+3% +$112K 3.53% 11
2025
Q1 		$4.13M Buy
173,304
+4,429
+3% +$107K 3.68% 10
2024
Q4 		$4.1M Buy
+168,875
New +$4.1M 3.64% 12

Other funds holding FLBL

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Summit Investment Advisors's FLBL Position: Q2 2025 in Review

Summit Investment Advisors increased its Franklin Senior Loan ETF (FLBL) stake by 2.7% in Q2 2025, buying an estimated $112K and bringing the position to 177,999 shares worth $4.29M. The position accounts for 3.53% of the portfolio, ranked #11.

Summit Investment Advisors first reported a position in FLBL in Q4 2024 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold FLBL as of Q2 2025.

  • Summit Investment Advisors held 177,999 shares of Franklin Senior Loan ETF worth $4.29M as of Q2 2025.
  • Summit Investment Advisors bought 4,695 Franklin Senior Loan ETF shares in Q2 2025, an estimated $112K.
  • Franklin Senior Loan ETF made up 3.53% of Summit Investment Advisors's portfolio in Q2 2025, its #11 holding.
  • Summit Investment Advisors first reported a position in Franklin Senior Loan ETF in Q4 2024 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.