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Aquire Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Aquire Wealth Advisors’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
Q1 		– Sell
-146
Closed -$7K – 217
2021
Q4 		$7K Buy
+146
New +$6.68K ﹤0.01% 140

Other funds holding SRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aquire Wealth Advisors's SRLN Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022, closing a stake of 146 shares — an estimated $7K sold.

Aquire Wealth Advisors first reported a position in SRLN in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 547 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 146 State Street Blackstone Senior Loan ETF shares in Q1 2022, an estimated $7K.
  • Aquire Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $7K in Q4 2021.
  • 547 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.