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Wealthcare Advisory Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

Wealthcare Advisory Partners’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 		$436K Buy
19,028
+1,726
+10% +$39.7K 0.01% 750
2026
Q1 		$398K Buy
17,302
+3,122
+22% +$72.3K 0.01% 780
2025
Q4 		$332K Buy
14,180
+933
+7% +$22.1K 0.01% 828
2025
Q3 		$318K Buy
+13,247
New +$320K 0.01% 829

Other funds holding FLBL

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.45B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return

Wealthcare Advisory Partners's FLBL Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Franklin Senior Loan ETF (FLBL) stake by 10% in Q2 2026, buying an estimated $39.7K and bringing the position to 19,028 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #750.

Wealthcare Advisory Partners first reported a position in FLBL in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

  • Wealthcare Advisory Partners held 19,028 shares of Franklin Senior Loan ETF worth $436K as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,726 Franklin Senior Loan ETF shares in Q2 2026, an estimated $39.7K.
  • Franklin Senior Loan ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #750 holding.
  • Wealthcare Advisory Partners first reported a position in Franklin Senior Loan ETF in Q3 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.