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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.8M	Buy	735,647 +144,939	+25%	+$3.51M	1.3%	17
2025 Q1	$14.2M	Buy	590,708 +13,176	+2%	+$317K	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	+$2.4M	0.36%	67