Belpointe Asset Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Belpointe Asset 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	$383K	Buy	9,495 +4,365	+85%	+$176K	0.01%	813
2026 Q1	$206K	Buy	+5,130	New	+$208K	0.01%	1009
2024 Q4	–	Sell	-2	Closed	-$91	–	942
2024 Q3	$91	Buy	+2	New	+$83	﹤0.01%	920
2023 Q2	–	Sell	-9,996	Closed	-$414K	–	3008
2023 Q1	$414K	Sell	9,996 -3,858	-28%	-$161K	0.02%	624
2022 Q4	$567K	Sell	13,854 -55,313	-80%	-$2.28M	0.03%	481
2022 Q3	$2.83M	Sell	69,167 -22,727	-25%	-$962K	0.19%	103
2022 Q2	$3.83M	Sell	91,894 -2,693	-3%	-$117K	0.26%	77
2022 Q1	$4.25M	Sell	94,587 -83,655	-47%	-$3.78M	0.26%	68
2021 Q4	$8.13M	Buy	178,242 +142,857	+404%	+$6.53M	0.51%	27
2021 Q3	$1.63M	Buy	35,385 +23,009	+186%	+$1.06M	0.11%	188
2021 Q2	$573K	Buy	+12,376	New	+$569K	0.04%	455
2021 Q1	–	Sell	-2,261	Closed	-$103K	–	1069
2020 Q4	$103K	Buy	+2,261	New	+$102K	0.01%	939

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

Belpointe Asset Management's SRLN Position: Q2 2026 in Review

Belpointe Asset Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 85% in Q2 2026, buying an estimated $176K and bringing the position to 9,495 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #813.

Belpointe Asset Management first reported a position in SRLN in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.13M in Q4 2021. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Belpointe Asset Management held 9,495 shares of State Street Blackstone Senior Loan ETF worth $383K as of Q2 2026.
Belpointe Asset Management bought 4,365 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $176K.
State Street Blackstone Senior Loan ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #813 holding.
Belpointe Asset Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and has held it in 12 quarters since.
Belpointe Asset Management's State Street Blackstone Senior Loan ETF position peaked at $8.13M in Q4 2021.
205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.