World Investment Advisors’s Franklin Senior Loan ETF FLBL Stock Holding History

World Investment Advisors’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	$916K	Sell	39,814 -16	-0%	-$368	0.02%	733
2026 Q1	$916K	Buy	39,830 +14,999	+60%	+$347K	0.01%	747
2025 Q4	$582K	Buy	24,831 +3,186	+15%	+$75.5K	0.01%	872
2025 Q3	$520K	Buy	21,645 +975	+5%	+$23.6K	0.01%	768
2025 Q2	$501K	Sell	20,670 -5,655	-21%	-$135K	0.01%	735
2025 Q1	$634K	Buy	26,325 +1,091	+4%	+$26.4K	0.02%	626
2024 Q4	$612K	Buy	25,234 +15,142	+150%	+$368K	0.02%	607
2024 Q3	$245K	Buy	+10,092	New	+$245K	0.01%	806

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 22.9% 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

World Investment Advisors's FLBL Position: Q2 2026 in Review

World Investment Advisors reduced its Franklin Senior Loan ETF (FLBL) stake by 0.04% in Q2 2026, selling an estimated $368 and leaving 39,814 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #733.

World Investment Advisors first reported a position in FLBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $916K in Q1 2026. 122 funds tracked by Wall St. Rank hold FLBL as of Q2 2026.

World Investment Advisors held 39,814 shares of Franklin Senior Loan ETF worth $916K as of Q2 2026.
World Investment Advisors sold 16 Franklin Senior Loan ETF shares in Q2 2026, an estimated $368.
Franklin Senior Loan ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #733 holding.
World Investment Advisors first reported a position in Franklin Senior Loan ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Franklin Senior Loan ETF position peaked at $916K in Q1 2026.
122 funds tracked by Wall St. Rank held Franklin Senior Loan ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.