Advocacy Wealth Management Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-1,120	Closed	-$46K	–	119
2022 Q3	$46K	Sell	1,120 -234	-17%	-$9.91K	0.01%	47
2022 Q2	$56K	Buy	1,354 +522	+63%	+$22.7K	0.01%	49
2022 Q1	$37K	Buy	+832	New	+$37.6K	0.01%	62
2019 Q4	–	Sell	-55,002	Closed	-$2.55M	–	157
2019 Q3	$2.55M	Sell	55,002 -6,324	-10%	-$292K	1.7%	16
2019 Q2	$2.83M	Buy	61,326 +8,067	+15%	+$374K	2.05%	15
2019 Q1	$2.45M	Buy	+53,259	New	+$2.45M	2.67%	7
2018 Q4	–	Sell	-371	Closed	-$18K	–	176
2018 Q3	$18K	Hold	371	–	–	0.01%	99
2018 Q2	$17K	Hold	371	–	–	0.01%	97
2018 Q1	$18K	Hold	371	–	–	0.01%	98
2017 Q4	$18K	Hold	371	–	–	0.01%	118
2017 Q3	$18K	Hold	371	–	–	0.01%	143
2017 Q2	$18K	Sell	371 -180	-33%	-$8.54K	0.01%	144
2017 Q1	$26K	Sell	551 -11,102	-95%	-$527K	0.01%	129
2016 Q4	$553K	Sell	11,653 -354	-3%	-$16.7K	0.17%	25
2016 Q3	$568K	Sell	12,007 -1,340	-10%	-$63.1K	0.22%	31
2016 Q2	$624K	Buy	13,347 +4,377	+49%	+$205K	0.31%	33
2016 Q1	$417K	Buy	8,970 +4,037	+82%	+$185K	0.29%	56
2015 Q4	$228K	Buy	+4,933	New	+$232K	0.26%	79

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's SRLN Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 1,120 shares — an estimated $46K sold.

Advocacy Wealth Management Services first reported a position in SRLN in Q4 2015 and held it in 18 quarters. The position peaked at $2.83M in Q2 2019. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

Advocacy Wealth Management Services reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,120 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $46K.
Advocacy Wealth Management Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's State Street Blackstone Senior Loan ETF position peaked at $2.83M in Q2 2019.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.