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

WealthShield 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
Q1 		$107K Sell
4,655
-7
-0.2% -$162 0.01% 396
2025
Q4 		$109K Buy
4,662
+40
+0.9% +$948 0.01% 386
2025
Q3 		$111K Buy
4,622
+1
+0% +$24 0.01% 381
2025
Q2 		$112K Buy
4,621
+21
+0.5% +$503 0.01% 369
2025
Q1 		$111K Sell
4,600
-51
-1% -$1.24K 0.01% 363
2024
Q4 		$113K Buy
4,651
+2
+0% +$49 0.02% 329
2024
Q3 		$113K Buy
4,649
+49
+1% +$1.19K 0.02% 341
2024
Q2 		$112K Hold
4,600
– – 0.02% 317
2024
Q1 		$113K Hold
4,600
– – 0.02% 312
2023
Q4 		$112K Hold
4,600
– – 0.02% 315
2023
Q3 		$111K Buy
+4,600
New +$111K 0.02% 335

Other funds holding FLBL

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SWM
SHP Wealth Management Plymouth, Massachusetts $1.33B AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $559M AUM 13.69% 1-Year Est. Return