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AE Wealth Management’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

AE Wealth Management’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,765
Closed -$89.6K – 2678
2026
Q1 		$89.6K Buy
+1,765
New +$90.2K ﹤0.01% 1832

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

AE Wealth Management's BRLN Position: Q2 2026 in Review

AE Wealth Management sold out of BlackRock Floating Rate Loan ETF (BRLN) in Q2 2026, closing a stake of 1,765 shares — an estimated $89.6K sold.

AE Wealth Management first reported a position in BRLN in Q1 2026 and held it in 1 quarter. The position peaked at $89.6K in Q1 2026. 29 funds tracked by Wall St. Rank hold BRLN as of Q2 2026.

  • AE Wealth Management reported no remaining BlackRock Floating Rate Loan ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 1,765 BlackRock Floating Rate Loan ETF shares in Q2 2026, an estimated $89.6K.
  • AE Wealth Management first reported a position in BlackRock Floating Rate Loan ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's BlackRock Floating Rate Loan ETF position peaked at $89.6K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.