WealthPLAN Partners’s Franklin Senior Loan ETF FLBL Stock Holding History

WealthPLAN 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	$1.51M	Sell	65,689 -38,232	-37%	-$879K	0.29%	77
2026 Q1	$2.39M	Sell	103,921 -28,213	-21%	-$653K	0.46%	57
2025 Q4	$3.09M	Sell	132,134 -20,023	-13%	-$475K	0.46%	54
2025 Q3	$3.65M	Buy	152,157 +1,490	+1%	+$36K	0.55%	45
2025 Q2	$3.65M	Sell	150,667 -79,414	-35%	-$1.9M	0.59%	43
2025 Q1	$5.54M	Buy	230,081 +3,867	+2%	+$93.7K	0.78%	33
2024 Q4	$5.49M	Sell	226,214 -15,285	-6%	-$371K	0.78%	32
2024 Q3	$5.86M	Buy	241,499 +220,191	+1,033%	+$5.35M	0.79%	31
2024 Q2	$520K	Buy	+21,308	New	+$520K	0.06%	203
2023 Q2	–	Sell	-939	Closed	-$22.4K	–	1311
2023 Q1	$22.4K	Buy	+939	New	+$22.2K	﹤0.01%	703

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 Partners's FLBL Position: Q2 2026 in Review

WealthPLAN Partners reduced its Franklin Senior Loan ETF (FLBL) stake by 37% in Q2 2026, selling an estimated $879K and leaving 65,689 shares worth $1.51M. The position accounts for 0.29% of the portfolio, ranked #77.

WealthPLAN Partners first reported a position in FLBL in Q1 2023 and has held it in 10 quarters since. The position peaked at $5.86M in Q3 2024. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

WealthPLAN Partners held 65,689 shares of Franklin Senior Loan ETF worth $1.51M as of Q2 2026.
WealthPLAN Partners sold 38,232 Franklin Senior Loan ETF shares in Q2 2026, an estimated $879K.
Franklin Senior Loan ETF made up 0.29% of WealthPLAN Partners's portfolio in Q2 2026, its #77 holding.
WealthPLAN Partners first reported a position in Franklin Senior Loan ETF in Q1 2023 and has held it in 10 quarters since.
WealthPLAN Partners's Franklin Senior Loan ETF position peaked at $5.86M in Q3 2024.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.