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

Ameliora 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 Q1	–	Sell	-327	Closed	-$13.5K	–	240
2025 Q4	$13.5K	Hold	327	–	–	﹤0.01%	211
2025 Q3	$13.6K	Hold	327	–	–	﹤0.01%	206
2025 Q2	$13.6K	Hold	327	–	–	﹤0.01%	192
2025 Q1	$13.4K	Hold	327	–	–	0.01%	205
2024 Q4	$13.6K	Hold	327	–	–	0.01%	201
2024 Q3	$13.7K	Hold	327	–	–	0.01%	132
2024 Q2	$13.7K	Hold	327	–	–	0.01%	152
2024 Q1	$13.8K	Hold	327	–	–	0.01%	168
2023 Q4	$13.7K	Hold	327	–	–	0.01%	152
2023 Q3	$13.7K	Hold	327	–	–	0.01%	174
2023 Q2	$13.7K	Sell	327 -791	-71%	-$32.7K	0.01%	160
2023 Q1	$46.4K	Hold	1,118	–	–	0.03%	136
2022 Q4	$45.7K	Hold	1,118	–	–	0.02%	148
2022 Q3	$45K	Buy	+1,118	New	+$47.3K	0.02%	146

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameliora Wealth Management's SRLN Position: Q1 2026 in Review

Ameliora Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 327 shares — an estimated $13.5K sold.

Ameliora Wealth Management first reported a position in SRLN in Q3 2022 and held it in 14 quarters. The position peaked at $46.4K in Q1 2023. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Ameliora Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
Ameliora Wealth Management sold 327 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $13.5K.
Ameliora Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and held it in 14 quarters.
Ameliora Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $46.4K in Q1 2023.
488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.