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

ARS 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
2021 Q2	$40.5M	Buy	874,312 +54,083	+7%	+$2.49M	7.28%	4
2021 Q1	$37.5M	Buy	820,229 +100,906	+14%	+$4.63M	8.17%	3
2020 Q4	$32.8M	Buy	+719,323	New	+$32.3M	7.07%	4

Other funds holding SRLN

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ARS Wealth Advisors's SRLN Position: Q2 2021 in Review

ARS Wealth Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6.6% in Q2 2021, buying an estimated $2.49M and bringing the position to 874,312 shares worth $40.5M. The position accounts for 7.28% of the portfolio, ranked #4.

ARS Wealth Advisors first reported a position in SRLN in Q4 2020 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold SRLN as of Q2 2021.

ARS Wealth Advisors held 874,312 shares of State Street Blackstone Senior Loan ETF worth $40.5M as of Q2 2021.
ARS Wealth Advisors bought 54,083 State Street Blackstone Senior Loan ETF shares in Q2 2021, an estimated $2.49M.
State Street Blackstone Senior Loan ETF made up 7.28% of ARS Wealth Advisors's portfolio in Q2 2021, its #4 holding.
ARS Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and has held it in 3 quarters since.
352 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.