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B.A. Schrock Wealth Management, Inc.’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio SRLN Stock Details SRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$312K Buy
+7,757
New +$314K 0.11% 112

Other funds holding SRLN

AAMC
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $672M AUM 21.65% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s SRLN Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2026: 7,757 shares worth $312K. The stake represents 0.11% of the portfolio and ranks #112 among its holdings.

60 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • B.A. Schrock Wealth Management, Inc. held 7,757 shares of State Street Blackstone Senior Loan ETF worth $312K as of Q3 2026.
  • State Street Blackstone Senior Loan ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • State Street Blackstone Senior Loan ETF made up 0.11% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #112 holding.
  • 60 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.