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TrueMark Investments’s Franklin Senior Loan ETF FLBL Stock Holding History

TrueMark Investments’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
Q4 		– Sell
-21,464
Closed -$521K – 200
2024
Q3 		$521K Buy
+21,464
New +$521K 0.17% 119

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Ameriprise
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Franklin Resources
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KMWM
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Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TrueMark Investments's FLBL Position: Q4 2024 in Review

TrueMark Investments sold out of Franklin Senior Loan ETF (FLBL) in Q4 2024, closing a stake of 21,464 shares — an estimated $521K sold.

TrueMark Investments first reported a position in FLBL in Q3 2024 and held it in 1 quarter. The position peaked at $521K in Q3 2024. 126 funds tracked by Wall St. Rank hold FLBL as of Q4 2024.

  • TrueMark Investments reported no remaining Franklin Senior Loan ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 21,464 Franklin Senior Loan ETF shares in Q4 2024, an estimated $521K.
  • TrueMark Investments first reported a position in Franklin Senior Loan ETF in Q3 2024 and held it in 1 quarter.
  • TrueMark Investments's Franklin Senior Loan ETF position peaked at $521K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.