Focus Partners Advisor Solutions’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Focus Partners Advisor Solutions’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	–	Sell	-68,608	Closed	-$2.81M	–	388
2022 Q4	$2.81M	Buy	68,608 +3,193	+5%	+$131K	0.22%	59
2022 Q3	$2.67M	Sell	65,415 -1,344	-2%	-$56.9K	0.16%	71
2022 Q2	$2.78M	Buy	66,759 +5,111	+8%	+$222K	0.23%	57
2022 Q1	$2.77M	Buy	+61,648	New	+$2.78M	0.28%	54

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 $374B AUM 17.66% 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 $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Advisor Solutions's SRLN Position: Q1 2023 in Review

Focus Partners Advisor Solutions sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2023, closing a stake of 68,608 shares — an estimated $2.81M sold.

Focus Partners Advisor Solutions first reported a position in SRLN in Q1 2022 and held it in 4 quarters. The position peaked at $2.81M in Q4 2022. 482 funds tracked by Wall St. Rank hold SRLN as of Q1 2023.

Focus Partners Advisor Solutions reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 68,608 State Street Blackstone Senior Loan ETF shares in Q1 2023, an estimated $2.81M.
Focus Partners Advisor Solutions first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 4 quarters.
Focus Partners Advisor Solutions's State Street Blackstone Senior Loan ETF position peaked at $2.81M in Q4 2022.
482 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2023, filed 15 May 2023.