J2 Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

J2 Capital Management’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	$214K	Sell	5,323 -854	-14%	-$34.5K	0.14%	114
2026 Q1	$248K	Buy	6,177 +1,152	+23%	+$46.8K	0.17%	109
2025 Q4	$207K	Buy	+5,025	New	+$207K	0.15%	117
2025 Q1	–	Sell	-41,504	Closed	-$1.73M	–	121
2024 Q4	$1.73M	Buy	+41,504	New	+$1.74M	1.63%	14

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

J2 Capital Management's SRLN Position: Q2 2026 in Review

J2 Capital Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 14% in Q2 2026, selling an estimated $34.5K and leaving 5,323 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #114.

J2 Capital Management first reported a position in SRLN in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.73M in Q4 2024. 216 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

J2 Capital Management held 5,323 shares of State Street Blackstone Senior Loan ETF worth $214K as of Q2 2026.
J2 Capital Management sold 854 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $34.5K.
State Street Blackstone Senior Loan ETF made up 0.14% of J2 Capital Management's portfolio in Q2 2026, its #114 holding.
J2 Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 4 quarters since.
J2 Capital Management's State Street Blackstone Senior Loan ETF position peaked at $1.73M in Q4 2024.
216 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.