Wavvest Wealth LLC’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wavvest Wealth 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 Q3	$362K	Buy	+8,952	New	+$362K	0.29%	75

Other funds holding SRLN

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Wavvest Wealth LLC's SRLN Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2026: 8,952 shares worth $362K. The stake represents 0.29% of the portfolio and ranks #75 among its holdings.

144 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

Wavvest Wealth LLC held 8,952 shares of State Street Blackstone Senior Loan ETF worth $362K as of Q3 2026.
State Street Blackstone Senior Loan ETF was a new Wavvest Wealth LLC position in Q3 2026.
State Street Blackstone Senior Loan ETF made up 0.29% of Wavvest Wealth LLC's portfolio in Q3 2026, its #75 holding.
144 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.