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Kingsview Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Kingsview Wealth 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 		$2.52M Buy
62,466
+12,185
+24% +$492K 0.03% 509
2026
Q1 		$2.02M Buy
50,281
+5,063
+11% +$206K 0.03% 509
2025
Q4 		$1.87M Buy
45,218
+238
+0.5% +$9.83K 0.03% 488
2025
Q3 		$1.87M Buy
44,980
+19,774
+78% +$821K 0.03% 460
2025
Q2 		$1.05M Sell
25,206
-4,150
-14% -$170K 0.02% 573
2025
Q1 		$1.21M Buy
29,356
+3,643
+14% +$152K 0.02% 496
2024
Q4 		$1.07M Sell
25,713
-1,512
-6% -$63.2K 0.02% 524
2024
Q3 		$1.14M Sell
27,225
-2,344
-8% -$97.5K 0.02% 500
2024
Q2 		$1.24M Buy
29,569
+37
+0.1% +$1.55K 0.03% 457
2024
Q1 		$1.24M Sell
29,532
-962
-3% -$40.3K 0.03% 447
2023
Q4 		$1.28M Buy
30,494
+7,944
+35% +$331K 0.04% 397
2023
Q3 		$946K Buy
22,550
+1,807
+9% +$75.5K 0.03% 451
2023
Q2 		$869K Sell
20,743
-3,432
-14% -$142K 0.03% 449
2023
Q1 		$1M Sell
24,175
-173,149
-88% -$7.2M 0.04% 397
2022
Q4 		$8.07M Buy
197,324
+182,679
+1,247% +$7.52M 0.35% 65
2022
Q3 		$599K Sell
14,645
-7,716
-35% -$327K 0.03% 457
2022
Q2 		$931K Sell
22,361
-2,711
-11% -$118K 0.04% 387
2022
Q1 		$1.13M Sell
25,072
-115,221
-82% -$5.2M 0.05% 358
2021
Q4 		$6.4M Sell
140,293
-1,346
-1% -$61.5K 0.27% 85
2021
Q3 		$6.52M Buy
141,639
+14,556
+11% +$668K 0.31% 71
2021
Q2 		$5.87M Buy
127,083
+43,300
+52% +$1.99M 0.29% 74
2021
Q1 		$3.83M Buy
83,783
+19,683
+31% +$903K 0.22% 107
2020
Q4 		$2.93M Buy
64,100
+4,589
+8% +$206K 0.21% 112
2020
Q3 		$2.66M Buy
+59,511
New +$2.64M 0.24% 103
2019
Q4 		– Sell
-17,403
Closed -$806K – 528
2019
Q3 		$806K Sell
17,403
-9,841
-36% -$454K 0.13% 182
2019
Q2 		$1.26M Sell
27,244
-7,891
-22% -$366K 0.21% 127
2019
Q1 		$1.62M Buy
35,135
+6,230
+22% +$286K 0.25% 115
2018
Q4 		$1.29M Buy
28,905
+5,020
+21% +$233K 0.28% 107
2018
Q3 		$1.13M Buy
23,885
+7,346
+44% +$346K 0.23% 133
2018
Q2 		$777K Buy
16,539
+1,181
+8% +$55.8K 0.19% 148
2018
Q1 		$728K Buy
15,358
+8,569
+126% +$406K 0.18% 151
2017
Q4 		$320K Buy
6,789
+569
+9% +$26.9K 0.11% 237
2017
Q3 		$295K Sell
6,220
-2,680
-30% -$127K 0.13% 213
2017
Q2 		$422K Buy
8,900
+1,522
+21% +$72.2K 0.22% 140
2017
Q1 		$351K Buy
+7,378
New +$350K 0.21% 148

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

Kingsview Wealth Management's SRLN Position: Q2 2026 in Review

Kingsview Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 24% in Q2 2026, buying an estimated $492K and bringing the position to 62,466 shares worth $2.52M. The position accounts for 0.03% of the portfolio, ranked #509.

Kingsview Wealth Management first reported a position in SRLN in Q1 2017 and has held it in 35 quarters since. The position peaked at $8.07M in Q4 2022. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

  • Kingsview Wealth Management held 62,466 shares of State Street Blackstone Senior Loan ETF worth $2.52M as of Q2 2026.
  • Kingsview Wealth Management bought 12,185 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $492K.
  • State Street Blackstone Senior Loan ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #509 holding.
  • Kingsview Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $8.07M in Q4 2022.
  • 477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.