Carson Wealth (CWM LLC)
SRLN icon

Carson Wealth (CWM LLC)’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$15M Buy
374,008
+2,233
+0.6% +$90.7K 0.04% 417
2025
Q4 		$15.3M Buy
371,775
+233,273
+168% +$9.63M 0.04% 395
2025
Q3 		$5.76M Buy
138,502
+29,457
+27% +$1.22M 0.02% 658
2025
Q2 		$4.54M Buy
109,045
+5,308
+5% +$217K 0.02% 621
2025
Q1 		$4.27M Buy
103,737
+8,489
+9% +$353K 0.02% 573
2024
Q4 		$3.98M Buy
95,248
+12,470
+15% +$522K 0.02% 533
2024
Q3 		$3.46M Buy
82,778
+38,445
+87% +$1.6M 0.01% 540
2024
Q2 		$1.85M Sell
44,333
-107
-0.2% -$4.48K 0.01% 669
2024
Q1 		$1.87M Buy
44,440
+10,124
+30% +$424K 0.01% 642
2023
Q4 		$1.44M Sell
34,316
-68,123
-67% -$2.84M 0.01% 666
2023
Q3 		$4.29M Buy
102,439
+12,087
+13% +$505K 0.03% 388
2023
Q2 		$3.78M Sell
90,352
-14,111
-14% -$583K 0.02% 397
2023
Q1 		$4.33M Buy
104,463
+98,140
+1,552% +$4.08M 0.03% 349
2022
Q4 		$259K Buy
6,323
+5,903
+1,405% +$243K ﹤0.01% 1008
2022
Q3 		$17K Buy
420
+133
+46% +$5.63K ﹤0.01% 2347
2022
Q2 		$12K Sell
287
-3,447
-92% -$150K ﹤0.01% 2484
2022
Q1 		$168K Sell
3,734
-7,003
-65% -$316K ﹤0.01% 1111
2021
Q4 		$490K Buy
+10,737
New +$491K ﹤0.01% 734
2021
Q2 		$6K Hold
120
– – ﹤0.01% 2316
2021
Q1 		$6K Hold
120
– – ﹤0.01% 2316
2020
Q4 		$6K Hold
120
– – ﹤0.01% 2315
2020
Q3 		$6K Hold
120
– – ﹤0.01% 2315
2020
Q2 		$6K Hold
120
– – ﹤0.01% 2315
2020
Q1 		$6K Hold
120
– – ﹤0.01% 2315
2019
Q4 		$6K Hold
120
– – ﹤0.01% 2315
2019
Q3 		$6K Hold
120
– – ﹤0.01% 2314
2019
Q2 		$6K Hold
120
– – ﹤0.01% 2314
2019
Q1 		$6K Sell
120
-8,930
-99% -$410K ﹤0.01% 2314
2018
Q4 		$405K Buy
9,050
+4,306
+91% +$200K 0.01% 482
2018
Q3 		$225K Sell
4,744
-260
-5% -$12.3K 0.01% 498
2018
Q2 		$235K Buy
5,004
+1,613
+48% +$76.2K 0.01% 400
2018
Q1 		$161K Sell
3,391
-1,008
-23% -$47.8K 0.01% 389
2017
Q4 		$208K Buy
4,399
+675
+18% +$31.9K 0.01% 339
2017
Q3 		$177K Buy
3,724
+532
+17% +$25.2K 0.01% 342
2017
Q2 		$151K Buy
3,192
+1,571
+97% +$74.6K 0.01% 339
2017
Q1 		$77K Buy
1,621
+1,224
+308% +$58.1K ﹤0.01% 387
2016
Q4 		$19K Buy
+397
New +$18.8K ﹤0.01% 596
2016
Q2 		– Sell
-762
Closed -$35K – 858
2016
Q1 		$35K Buy
+762
New +$35K ﹤0.01% 382

Other funds holding SRLN

APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 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
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SRLN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.6% in Q1 2026, buying an estimated $90.7K and bringing the position to 374,008 shares worth $15M. The position accounts for 0.04% of the portfolio, ranked #417.

Carson Wealth (CWM LLC) first reported a position in SRLN in Q1 2016 and has held it in 38 quarters since. The position peaked at $15.3M in Q4 2025. 488 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 374,008 shares of State Street Blackstone Senior Loan ETF worth $15M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,233 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $90.7K.
  • State Street Blackstone Senior Loan ETF made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #417 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Blackstone Senior Loan ETF in Q1 2016 and has held it in 38 quarters since.
  • Carson Wealth (CWM LLC)'s State Street Blackstone Senior Loan ETF position peaked at $15.3M in Q4 2025.
  • 488 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.