Auour Investments’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Auour Investments’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	$368K	Buy	9,132 +242	+3%	+$9.77K	0.11%	71
2026 Q1	$357K	Buy	8,890 +4	+0%	+$162	0.11%	69
2025 Q4	$367K	Buy	+8,886	New	+$367K	0.12%	65
2025 Q1	–	Sell	-10,835	Closed	-$455K	–	84
2024 Q4	$455K	Sell	10,835 -254	-2%	-$10.6K	0.16%	54
2024 Q3	$465K	Sell	11,089 -761	-6%	-$31.7K	0.17%	54
2024 Q2	$495K	Sell	11,850 -132	-1%	-$5.53K	0.18%	53
2024 Q1	$505K	Buy	11,982 +1,752	+17%	+$73.4K	0.19%	55
2023 Q4	$430K	Sell	10,230 -210	-2%	-$8.75K	0.17%	55
2023 Q3	$434K	Buy	10,440 +322	+3%	+$13.5K	0.18%	54
2023 Q2	$424K	Buy	+10,118	New	+$418K	0.18%	55

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Auour Investments's SRLN Position: Q2 2026 in Review

Auour Investments increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 2.7% in Q2 2026, buying an estimated $9.77K and bringing the position to 9,132 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #71.

Auour Investments first reported a position in SRLN in Q2 2023 and has held it in 10 quarters since. The position peaked at $505K in Q1 2024. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Auour Investments held 9,132 shares of State Street Blackstone Senior Loan ETF worth $368K as of Q2 2026.
Auour Investments bought 242 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $9.77K.
State Street Blackstone Senior Loan ETF made up 0.11% of Auour Investments's portfolio in Q2 2026, its #71 holding.
Auour Investments first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 10 quarters since.
Auour Investments's State Street Blackstone Senior Loan ETF position peaked at $505K in Q1 2024.
205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.