Cornerstone Planning Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Cornerstone Planning Group’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	$46.3K	Buy	1,147 +13	+1%	+$525	0.01%	422
2026 Q1	$45.9K	Buy	1,134 +21	+2%	+$853	0.01%	419
2025 Q4	$45.9K	Buy	1,113 +841	+309%	+$34.7K	0.01%	374
2025 Q3	$25.2K	Sell	272 -1,094	-80%	-$45.4K	﹤0.01%	508
2025 Q2	$56.5K	Buy	1,366 +26	+2%	+$1.06K	0.01%	218
2025 Q1	$54.5K	Sell	1,340 -41	-3%	-$1.71K	0.01%	224
2024 Q4	$58K	Sell	1,381 -132	-9%	-$5.52K	0.01%	167
2024 Q3	$63.4K	Sell	1,513 -16,848	-92%	-$701K	0.02%	162
2024 Q2	$751K	Buy	+18,361	New	+$769K	0.22%	35

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DWM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 1-Year Est. Return

Cornerstone Planning Group's SRLN Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.1% in Q2 2026, buying an estimated $525 and bringing the position to 1,147 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #422.

Cornerstone Planning Group first reported a position in SRLN in Q2 2024 and has held it in 9 quarters since. The position peaked at $751K in Q2 2024. 299 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Cornerstone Planning Group held 1,147 shares of State Street Blackstone Senior Loan ETF worth $46.3K as of Q2 2026.
Cornerstone Planning Group bought 13 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $525.
State Street Blackstone Senior Loan ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #422 holding.
Cornerstone Planning Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's State Street Blackstone Senior Loan ETF position peaked at $751K in Q2 2024.
299 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.