H6H
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Hightower 6M Holding’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Hightower 6M Holding’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
2022
Q3 		$3.5M Sell
85,647
-5,174
-6% -$219K 0.32% 52
2022
Q2 		$3.78M Sell
90,821
-8,633
-9% -$375K 0.32% 51
2022
Q1 		$4.47M Buy
+99,454
New +$4.49M 0.34% 51

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Hightower 6M Holding's SRLN Position: Q3 2022 in Review

Hightower 6M Holding reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 5.7% in Q3 2022, selling an estimated $219K and leaving 85,647 shares worth $3.5M. The position accounts for 0.32% of the portfolio, ranked #52.

Hightower 6M Holding first reported a position in SRLN in Q1 2022 and has held it in 3 quarters since. The position peaked at $4.47M in Q1 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

  • Hightower 6M Holding held 85,647 shares of State Street Blackstone Senior Loan ETF worth $3.5M as of Q3 2022.
  • Hightower 6M Holding sold 5,174 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $219K.
  • State Street Blackstone Senior Loan ETF made up 0.32% of Hightower 6M Holding's portfolio in Q3 2022, its #52 holding.
  • Hightower 6M Holding first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and has held it in 3 quarters since.
  • Hightower 6M Holding's State Street Blackstone Senior Loan ETF position peaked at $4.47M in Q1 2022.
  • 518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Hightower 6M Holding's 13F filing for Q3 2022, filed 25 Oct 2022.