Capstone Wealth Management Group, Inc.’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Capstone Wealth Management Group, Inc.’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	$1.33M	Buy	+32,915	New	+$1.33M	0.8%	33

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 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 $43.3B AUM 29.3% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s SRLN Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 32,915 shares worth $1.33M. The stake represents 0.8% of the portfolio and ranks #33 among its holdings.

174 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Capstone Wealth Management Group, Inc. held 32,915 shares of State Street Blackstone Senior Loan ETF worth $1.33M as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.8% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #33 holding.
174 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.