Catalyst Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Catalyst Wealth 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
2023 Q1	$225K	Sell	5,416 -36	-0.7%	-$1.5K	0.21%	112
2022 Q4	$223K	Buy	+5,452	New	+$224K	0.21%	117

Other funds holding SRLN

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Catalyst Wealth Management's SRLN Position: Q1 2023 in Review

Catalyst Wealth Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.66% in Q1 2023, selling an estimated $1.5K and leaving 5,416 shares worth $225K. The position accounts for 0.21% of the portfolio, ranked #112.

Catalyst Wealth Management first reported a position in SRLN in Q4 2022 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold SRLN as of Q1 2023.

Catalyst Wealth Management held 5,416 shares of State Street Blackstone Senior Loan ETF worth $225K as of Q1 2023.
Catalyst Wealth Management sold 36 State Street Blackstone Senior Loan ETF shares in Q1 2023, an estimated $1.5K.
State Street Blackstone Senior Loan ETF made up 0.21% of Catalyst Wealth Management's portfolio in Q1 2023, its #112 holding.
Catalyst Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2022 and has held it in 2 quarters since.
482 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.