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

Lake Point 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
2022 Q2	$7K	Buy	+172	New	+$7.48K	﹤0.01%	199
2019 Q1	–	Sell	-92	Closed	-$4K	–	841
2018 Q4	$4K	Buy	+92	New	+$4.28K	﹤0.01%	597

Other funds holding SRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lake Point Wealth Management's SRLN Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2022: 172 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in SRLN as recently as Q4 2018.

Lake Point Wealth Management first reported a position in SRLN in Q4 2018 and has held it in 2 quarters since. 540 funds tracked by Wall St. Rank hold SRLN as of Q2 2022.

Lake Point Wealth Management held 172 shares of State Street Blackstone Senior Loan ETF worth $7K as of Q2 2022.
State Street Blackstone Senior Loan ETF was a new Lake Point Wealth Management position in Q2 2022.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #199 holding.
Lake Point Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 2 quarters since.
540 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.