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Innovative Asset Advisors Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Innovative Asset Advisors Group’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
Q2 		– Sell
-375
Closed -$15.1K – 918
2026
Q1 		$15.1K Buy
+375
New +$15.2K 0.01% 562

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Innovative Asset Advisors Group's SRLN Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 375 shares — an estimated $15.1K sold.

Innovative Asset Advisors Group first reported a position in SRLN in Q1 2026 and held it in 1 quarter. The position peaked at $15.1K in Q1 2026. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 375 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $15.1K.
  • Innovative Asset Advisors Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's State Street Blackstone Senior Loan ETF position peaked at $15.1K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.