Wealth Enhancement Advisory Services’s Franklin Senior Loan ETF FLBL Stock Holding History

Wealth Enhancement 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
2026 Q2	$536K	Buy	23,438 +18	+0.1%	+$414	﹤0.01%	2623
2026 Q1	$535K	Sell	23,420 -122,921	-84%	-$2.85M	﹤0.01%	2266
2025 Q4	$3.44M	Buy	146,341 +2,056	+1%	+$48.7K	﹤0.01%	1211
2025 Q3	$3.44M	Buy	144,285 +95,168	+194%	+$2.3M	0.01%	1147
2025 Q2	$1.19M	Sell	49,117 -4,602	-9%	-$110K	﹤0.01%	1651
2025 Q1	$1.29M	Sell	53,719 -202,387	-79%	-$4.9M	﹤0.01%	1476
2024 Q4	$6.21M	Buy	256,106 +200,555	+361%	+$4.87M	0.01%	722
2024 Q3	$1.35M	Sell	55,551 -287,972	-84%	-$7M	﹤0.01%	1248
2024 Q2	$8.39M	Sell	343,523 -16,391	-5%	-$400K	0.02%	535
2024 Q1	$8.82M	Sell	359,914 -10,563	-3%	-$257K	0.02%	512
2023 Q4	$9M	Buy	370,477 +309,279	+505%	+$7.43M	0.03%	460
2023 Q3	$1.47M	Buy	+61,198	New	+$1.47M	﹤0.01%	965

Other funds holding FLBL

SAS

Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

PWM

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Wealth Enhancement Advisory Services's FLBL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Franklin Senior Loan ETF (FLBL) stake by 0.08% in Q2 2026, buying an estimated $414 and bringing the position to 23,438 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2623.

Wealth Enhancement Advisory Services first reported a position in FLBL in Q3 2023 and has held it in 12 quarters since. The position peaked at $9M in Q4 2023. 54 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

Wealth Enhancement Advisory Services held 23,438 shares of Franklin Senior Loan ETF worth $536K as of Q2 2026.
Wealth Enhancement Advisory Services bought 18 Franklin Senior Loan ETF shares in Q2 2026, an estimated $414.
Franklin Senior Loan ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2623 holding.
Wealth Enhancement Advisory Services first reported a position in Franklin Senior Loan ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Franklin Senior Loan ETF position peaked at $9M in Q4 2023.
54 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.