AWM
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Accel Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Accel Wealth Management’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
Q2 		$290K Sell
7,200
-2,097
-23% -$84.7K 0.07% 230
2026
Q1 		$373K Buy
9,297
+80
+0.9% +$3.25K 0.1% 188
2025
Q4 		$380K Sell
9,217
-150
-2% -$6.19K 0.1% 180
2025
Q3 		$389K Buy
9,367
+136
+1% +$5.64K 0.11% 175
2025
Q2 		$384K Sell
9,231
-63
-0.7% -$2.58K 0.13% 166
2025
Q1 		$382K Sell
9,294
-491
-5% -$20.4K 0.14% 150
2024
Q4 		$408K Buy
9,785
+395
+4% +$16.5K 0.15% 148
2024
Q3 		$392K Sell
9,390
-17,135
-65% -$713K 0.15% 153
2024
Q2 		$1.11M Sell
26,525
-1,762
-6% -$73.8K 0.44% 59
2024
Q1 		$1.19M Sell
28,287
-3,126
-10% -$131K 0.51% 52
2023
Q4 		$1.32M Sell
31,413
-1,102
-3% -$45.9K 0.66% 42
2023
Q3 		$1.36M Buy
32,515
+1,711
+6% +$71.5K 0.76% 42
2023
Q2 		$1.29M Sell
30,804
-5,220
-14% -$216K 0.71% 43
2023
Q1 		$1.49M Buy
36,024
+4,240
+13% +$176K 0.61% 43
2022
Q4 		$1.3M Buy
31,784
+2,173
+7% +$89.5K 0.62% 44
2022
Q3 		$1.22M Buy
29,611
+3,380
+13% +$143K 0.65% 45
2022
Q2 		$1.1M Buy
26,231
+20,517
+359% +$892K 0.63% 48
2022
Q1 		$256K Buy
5,714
+4,402
+336% +$199K 0.13% 129
2021
Q4 		$60K Buy
+1,312
New +$60K 0.03% 349

Other funds holding SRLN

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Accel Wealth Management's SRLN Position: Q2 2026 in Review

Accel Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 23% in Q2 2026, selling an estimated $84.7K and leaving 7,200 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #230.

Accel Wealth Management first reported a position in SRLN in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q1 2023. 105 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Accel Wealth Management held 7,200 shares of State Street Blackstone Senior Loan ETF worth $290K as of Q2 2026.
  • Accel Wealth Management sold 2,097 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $84.7K.
  • State Street Blackstone Senior Loan ETF made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Accel Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and has held it in 19 quarters since.
  • Accel Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.49M in Q1 2023.
  • 105 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.