ARS Wealth Advisors Group
SRLN icon

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

ARS Wealth Advisors Group’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
Q3 		$26.2M Buy
648,019
+281,984
+77% +$11.4M 1.9% 16
2026
Q2 		$14.7M Buy
366,035
+174,895
+92% +$7.06M 1.15% 26
2026
Q1 		$7.67M Buy
191,140
+113,824
+147% +$4.62M 0.65% 39
2025
Q4 		$3.19M Sell
77,316
-330
-0.4% -$13.6K 0.29% 49
2025
Q3 		$3.23M Sell
77,646
-807
-1% -$33.5K 0.32% 50
2025
Q2 		$3.26M Buy
78,453
+27
+0% +$1.1K 0.38% 48
2025
Q1 		$3.23M Sell
78,426
-1,892
-2% -$78.7K 0.46% 38
2024
Q4 		$3.35M Sell
80,318
-714
-0.9% -$29.9K 0.46% 39
2024
Q3 		$3.38M Buy
81,032
+14
+0% +$583 0.42% 41
2024
Q2 		$3.39M Sell
81,018
-6,885
-8% -$288K 0.44% 42
2024
Q1 		$3.7M Sell
87,903
-3,870
-4% -$162K 0.5% 39
2023
Q4 		$3.85M Sell
91,773
-20,489
-18% -$853K 0.57% 41
2023
Q3 		$4.71M Sell
112,262
-21,568
-16% -$902K 0.77% 43
2023
Q2 		$5.6M Sell
133,830
-280,231
-68% -$11.6M 0.89% 41
2023
Q1 		$17.2M Sell
414,061
-357,066
-46% -$14.9M 3.16% 6
2022
Q4 		$31.5M Sell
771,127
-119,643
-13% -$4.93M 5.19% 3
2022
Q3 		$36.4M Sell
890,770
-3,060
-0.3% -$130K 5.56% 2
2022
Q2 		$37.2M Buy
893,830
+5,425
+0.6% +$236K 5.11% 2
2022
Q1 		$39.9M Sell
888,405
-26,944
-3% -$1.22M 6.96% 2
2021
Q4 		$41.8M Buy
915,349
+12,025
+1% +$550K 7.01% 3
2021
Q3 		$41.6M Buy
+903,324
New +$41.5M 7.55% 2

Other funds holding SRLN

Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Asset Allocation & Management Company
Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Secure Asset Management
Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

ARS Wealth Advisors Group's SRLN Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 77% in Q3 2026, buying an estimated $11.4M and bringing the position to 648,019 shares worth $26.2M. The position accounts for 1.9% of the portfolio, ranked #16.

ARS Wealth Advisors Group first reported a position in SRLN in Q3 2021 and has held it in 21 quarters since. The position peaked at $41.8M in Q4 2021. 144 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

  • ARS Wealth Advisors Group held 648,019 shares of State Street Blackstone Senior Loan ETF worth $26.2M as of Q3 2026.
  • ARS Wealth Advisors Group bought 281,984 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $11.4M.
  • State Street Blackstone Senior Loan ETF made up 1.9% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #16 holding.
  • ARS Wealth Advisors Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's State Street Blackstone Senior Loan ETF position peaked at $41.8M in Q4 2021.
  • 144 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.