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Kowal Investment Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-3
Closed – – 824
2021
Q3 		$0 Buy
+3
New +$138 ﹤0.01% 1007

Other funds holding SRLN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Kowal Investment Group's SRLN Position: Q4 2021 in Review

Kowal Investment Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2021, closing a stake of 3 shares.

Kowal Investment Group first reported a position in SRLN in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 469 funds tracked by Wall St. Rank hold SRLN as of Q4 2021.

  • Kowal Investment Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3 State Street Blackstone Senior Loan ETF shares in Q4 2021.
  • Kowal Investment Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's State Street Blackstone Senior Loan ETF position peaked at $0 in Q3 2021.
  • 469 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.