Accel Wealth Management
SRLN icon

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
Q3 		$282K Sell
6,977
-223
-3% -$9.02K 0.06% 230
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

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Donoghue Forlines
Donoghue Forlines Boston, Massachusetts $396M AUM 83.27% 1-Year Est. Return

Accel Wealth Management's SRLN Position: Q3 2026 in Review

Accel Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.1% in Q3 2026, selling an estimated $9.02K and leaving 6,977 shares worth $282K. The position accounts for 0.06% of the portfolio, ranked #230.

Accel Wealth Management first reported a position in SRLN in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.49M in Q1 2023. 283 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • Accel Wealth Management held 6,977 shares of State Street Blackstone Senior Loan ETF worth $282K as of Q3 2026.
  • Accel Wealth Management sold 223 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $9.02K.
  • State Street Blackstone Senior Loan ETF made up 0.06% of Accel Wealth Management's portfolio in Q3 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 20 quarters since.
  • Accel Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.49M in Q1 2023.
  • 283 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.