Elevated Capital Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Elevated Capital Advisors’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	–	Sell	-81	Closed	-$3.25K	–	865
2026 Q1	$3.25K	Hold	81	–	–	﹤0.01%	597
2025 Q4	$3.34K	Buy	+81	New	+$3.34K	﹤0.01%	567
2024 Q3	–	Sell	-55,803	Closed	-$2.33M	–	280
2024 Q2	$2.33M	Sell	55,803 -27,056	-33%	-$1.13M	0.66%	41
2024 Q1	$3.49M	Sell	82,859 -6,954	-8%	-$291K	1%	26
2023 Q4	$3.77M	Buy	89,813 +8,602	+11%	+$358K	1.18%	22
2023 Q3	$3.41M	Buy	81,211 +1,003	+1%	+$41.9K	1.16%	21
2023 Q2	$3.36M	Buy	80,208 +16,401	+26%	+$677K	1.12%	23
2023 Q1	$2.65M	Buy	63,807 +52,578	+468%	+$2.19M	0.95%	28
2022 Q4	$459K	Sell	11,229 -43,588	-80%	-$1.79M	0.18%	119
2022 Q3	$2.24M	Buy	+54,817	New	+$2.32M	0.88%	33
2022 Q1	$2.35M	Buy	+52,189	New	+$2.36M	0.78%	36
2021 Q3	$945K	Buy	+20,545	New	+$943K	0.33%	97
2019 Q4	$673K	Buy	+14,440	New	+$665K	0.75%	40
2019 Q1	$295K	Buy	+7,005	New	+$322K	0.19%	119

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevated Capital Advisors's SRLN Position: Q2 2026 in Review

Elevated Capital Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 81 shares — an estimated $3.25K sold.

Elevated Capital Advisors first reported a position in SRLN in Q1 2019 and held it in 14 quarters. The position peaked at $3.77M in Q4 2023. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Elevated Capital Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Elevated Capital Advisors sold 81 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.25K.
Elevated Capital Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q1 2019 and held it in 14 quarters.
Elevated Capital Advisors's State Street Blackstone Senior Loan ETF position peaked at $3.77M in Q4 2023.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.