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

Apollon 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	$235K	Buy	+5,839	New	+$236K	﹤0.01%	1410
2025 Q4	–	Sell	-4,839	Closed	-$201K	–	1381
2025 Q3	$201K	Sell	4,839 -2,460	-34%	-$102K	﹤0.01%	1228
2025 Q2	$304K	Sell	7,299 -343	-4%	-$14K	0.01%	1005
2025 Q1	$314K	Sell	7,642 -1,642	-18%	-$68.3K	0.01%	944
2024 Q4	$387K	Sell	9,284 -2,179	-19%	-$91.2K	0.01%	847
2024 Q3	$479K	Sell	11,463 -1,713	-13%	-$71.3K	0.01%	736
2024 Q2	$551K	Sell	13,176 -764	-5%	-$32K	0.02%	640
2024 Q1	$587K	Sell	13,940 -23,491	-63%	-$984K	0.02%	639
2023 Q4	$1.57M	Sell	37,431 -4,989	-12%	-$208K	0.05%	318
2023 Q3	$1.78M	Buy	42,420 +25,728	+154%	+$1.08M	0.09%	220
2023 Q2	$699K	Sell	16,692 -195	-1%	-$8.05K	0.03%	508
2023 Q1	$700K	Sell	16,887 -6,536	-28%	-$272K	0.04%	430
2022 Q4	$958K	Buy	23,423 +1,508	+7%	+$62.1K	0.07%	312
2022 Q3	$896K	Buy	21,915 +9,866	+82%	+$418K	0.07%	282
2022 Q2	$502K	Sell	12,049 -950	-7%	-$41.3K	0.04%	425
2022 Q1	$584K	Buy	12,999 +3,386	+35%	+$153K	0.04%	423
2021 Q4	$439K	Buy	9,613 +2,094	+28%	+$95.7K	0.03%	494
2021 Q3	$346K	Buy	7,519 +1,072	+17%	+$49.2K	0.05%	322
2021 Q2	$298K	Buy	6,447 +470	+8%	+$21.6K	0.05%	284
2021 Q1	$273K	Buy	+5,977	New	+$274K	0.05%	284

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 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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) 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

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

Apollon Wealth Management opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 5,839 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #1410 among its holdings. This is a return to the name: Apollon Wealth Management previously reported a position in SRLN as recently as Q3 2025.

Apollon Wealth Management first reported a position in SRLN in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.78M in Q3 2023. 134 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Apollon Wealth Management held 5,839 shares of State Street Blackstone Senior Loan ETF worth $235K as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Apollon Wealth Management position in Q2 2026.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1410 holding.
Apollon Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and has held it in 20 quarters since.
Apollon Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $1.78M in Q3 2023.
134 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.