Leicht Financial Planning & Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Leicht Financial Planning & 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 Q1	–	Sell	-74,715	Closed	-$3.41M	–	24
2021 Q4	$3.41M	Sell	74,715 -1,241	-2%	-$56.7K	1.95%	19
2021 Q3	$3.49M	Buy	75,956 +3,711	+5%	+$170K	2.1%	19
2021 Q2	$3.32M	Buy	+72,245	New	+$3.32M	2.02%	21

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

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

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management's SRLN Position: Q1 2022 in Review

Leicht Financial Planning & Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022, closing a stake of 74,715 shares — an estimated $3.41M sold.

Leicht Financial Planning & Wealth Management first reported a position in SRLN in Q2 2021 and held it in 3 quarters. The position peaked at $3.49M in Q3 2021. 548 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

Leicht Financial Planning & Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2022 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 74,715 State Street Blackstone Senior Loan ETF shares in Q1 2022, an estimated $3.41M.
Leicht Financial Planning & Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q2 2021 and held it in 3 quarters.
Leicht Financial Planning & Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $3.49M in Q3 2021.
548 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.