FAIM
SNLN

Financial Advocates Investment Management’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Financial Advocates Investment Management’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19,934
Closed -$293K – 789
2023
Q1 		$293K Buy
19,934
+169
+0.9% +$2.5K 0.02% 564
2022
Q4 		$288K Buy
19,765
+837
+4% +$12.3K 0.02% 572
2022
Q3 		$277K Sell
18,928
-26
-0.1% -$388 0.02% 573
2022
Q2 		$279K Sell
18,954
-203
-1% -$3.1K 0.02% 529
2022
Q1 		$298K Sell
19,157
-2,798
-13% -$44K 0.02% 579
2021
Q4 		$349K Buy
21,955
+265
+1% +$4.23K 0.02% 591
2021
Q3 		$347K Buy
21,690
+3,719
+21% +$59.7K 0.02% 571
2021
Q2 		$290K Buy
+17,971
New +$290K 0.02% 622

Other funds holding SNLN

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CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return