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

Nauset 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	$69K	Buy	+1,530	New	+$69.1K	0.05%	100

Other funds holding SRLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 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 $462B AUM 39.16% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nauset Wealth Management's SRLN Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q1 2022: 1,530 shares worth $69K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings.

547 funds tracked by Wall St. Rank hold SRLN as of Q1 2022.

Nauset Wealth Management held 1,530 shares of State Street Blackstone Senior Loan ETF worth $69K as of Q1 2022.
State Street Blackstone Senior Loan ETF was a new Nauset Wealth Management position in Q1 2022.
State Street Blackstone Senior Loan ETF made up 0.05% of Nauset Wealth Management's portfolio in Q1 2022, its #100 holding.
547 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.