Impact Partnership Wealth’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Impact Partnership Wealth’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	$2.46M	Buy	60,945 +3,451	+6%	+$140K	0.22%	64
2026 Q2	$2.32M	Buy	57,494 +14,502	+34%	+$586K	0.23%	57
2026 Q1	$1.73M	Buy	42,992 +8,333	+24%	+$338K	0.21%	62
2025 Q4	$1.43M	Sell	34,659 -5,572	-14%	-$230K	0.18%	72
2025 Q3	$1.67M	Buy	40,231 +22,374	+125%	+$929K	0.25%	41
2025 Q2	$743K	Buy	+17,857	New	+$731K	0.14%	77
2024 Q2	–	Sell	-59	Closed	-$2.48K	–	622
2024 Q1	$2.48K	Sell	59 -13	-18%	-$545	﹤0.01%	566
2023 Q4	$3.02K	Hold	72	–	–	﹤0.01%	641
2023 Q3	$3.02K	Hold	72	–	–	﹤0.01%	763
2023 Q2	$3.02K	Buy	+72	New	+$2.97K	﹤0.01%	574

Other funds holding SRLN

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CNO Financial Group Carmel, Indiana $170M AUM 5.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Impact Partnership Wealth's SRLN Position: Q3 2026 in Review

Impact Partnership Wealth increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 6% in Q3 2026, buying an estimated $140K and bringing the position to 60,945 shares worth $2.46M. The position accounts for 0.22% of the portfolio, ranked #64.

Impact Partnership Wealth first reported a position in SRLN in Q2 2023 and has held it in 10 quarters since. 314 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

Impact Partnership Wealth held 60,945 shares of State Street Blackstone Senior Loan ETF worth $2.46M as of Q3 2026.
Impact Partnership Wealth bought 3,451 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $140K.
State Street Blackstone Senior Loan ETF made up 0.22% of Impact Partnership Wealth's portfolio in Q3 2026, its #64 holding.
Impact Partnership Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 10 quarters since.
314 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.