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

Summit Investment Advisory Services’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
2024
Q3 		– Sell
-132,393
Closed -$3.23M – 83
2024
Q2 		$3.23M Buy
+132,393
New +$3.23M 3.8% 11

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Franklin Resources
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LPL Financial
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DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
WIM
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SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Summit Investment Advisory Services's FLBL Position: Q3 2024 in Review

Summit Investment Advisory Services sold out of Franklin Senior Loan ETF (FLBL) in Q3 2024, closing a stake of 132,393 shares — an estimated $3.23M sold.

Summit Investment Advisory Services first reported a position in FLBL in Q2 2024 and held it in 1 quarter. The position peaked at $3.23M in Q2 2024. 107 funds tracked by Wall St. Rank hold FLBL as of Q3 2024.

  • Summit Investment Advisory Services reported no remaining Franklin Senior Loan ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Investment Advisory Services sold 132,393 Franklin Senior Loan ETF shares in Q3 2024, an estimated $3.23M.
  • Summit Investment Advisory Services first reported a position in Franklin Senior Loan ETF in Q2 2024 and held it in 1 quarter.
  • Summit Investment Advisory Services's Franklin Senior Loan ETF position peaked at $3.23M in Q2 2024.
  • 107 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q3 2024.

Based on Summit Investment Advisory Services's 13F filing for Q3 2024, filed 16 Oct 2024.