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

Moulton 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	–	Sell	-81,542	Closed	-$3.25M	–	74
2026 Q1	$3.25M	Buy	+81,542	New	+$3.31M	2.22%	10
2025 Q4	–	Sell	-191,910	Closed	-$7.98M	–	53
2025 Q3	$7.98M	Sell	191,910 -27,102	-12%	-$1.12M	5.8%	7
2025 Q2	$9.08M	Buy	219,012 +145,153	+197%	+$5.94M	6.87%	7
2025 Q1	$3.04M	Buy	+73,859	New	+$3.07M	2.32%	12

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

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

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

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

Moulton Wealth Management sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 81,542 shares — an estimated $3.25M sold.

Moulton Wealth Management first reported a position in SRLN in Q1 2025 and held it in 4 quarters. The position peaked at $9.08M in Q2 2025. 82 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Moulton Wealth Management reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Moulton Wealth Management sold 81,542 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $3.25M.
Moulton Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q1 2025 and held it in 4 quarters.
Moulton Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $9.08M in Q2 2025.
82 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.