WealthPlan Investment Management’s Franklin Senior Loan ETF FLBL Stock Holding History

WealthPlan Investment Management’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	$3.41M	Sell	148,764 -32,834	-18%	-$755K	0.17%	116
2026 Q1	$4.18M	Sell	181,598 -294,780	-62%	-$6.82M	0.23%	96
2025 Q4	$11.2M	Sell	476,378 -273,894	-37%	-$6.49M	0.71%	40
2025 Q3	$18M	Buy	750,272 +14,625	+2%	+$353K	1.2%	17
2025 Q2	$17.8M	Buy	735,647 +144,939	+25%	+$3.47M	1.3%	17
2025 Q1	$14.2M	Buy	590,708 +13,176	+2%	+$319K	1.4%	13
2024 Q4	$14M	Buy	577,532 +5,133	+0.9%	+$125K	1.38%	15
2024 Q3	$13.9M	Buy	572,399 +474,221	+483%	+$11.5M	1.41%	15
2024 Q2	$2.4M	Buy	+98,178	New	+$2.39M	0.36%	67

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 New York $609B AUM 40.19% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

WealthPlan Investment Management's FLBL Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Franklin Senior Loan ETF (FLBL) stake by 18% in Q2 2026, selling an estimated $755K and leaving 148,764 shares worth $3.41M. The position accounts for 0.17% of the portfolio, ranked #116.

WealthPlan Investment Management first reported a position in FLBL in Q2 2024 and has held it in 9 quarters since. The position peaked at $18M in Q3 2025. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

WealthPlan Investment Management held 148,764 shares of Franklin Senior Loan ETF worth $3.41M as of Q2 2026.
WealthPlan Investment Management sold 32,834 Franklin Senior Loan ETF shares in Q2 2026, an estimated $755K.
Franklin Senior Loan ETF made up 0.17% of WealthPlan Investment Management's portfolio in Q2 2026, its #116 holding.
WealthPlan Investment Management first reported a position in Franklin Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
WealthPlan Investment Management's Franklin Senior Loan ETF position peaked at $18M in Q3 2025.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.