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SNLN

NewEdge Advisors’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

NewEdge Advisors’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6
Closed -$88 – 3670
2023
Q1 		$88 Hold
6
– – ﹤0.01% 3345
2022
Q4 		$0 Buy
+6
New +$88 ﹤0.01% 4253
2017
Q3 		– Sell
-727
Closed -$13.4K – 1198
2017
Q2 		$13.4K Buy
+727
New +$13.5K ﹤0.01% 850

Other funds holding SNLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors's SNLN Position: Q2 2023 in Review

NewEdge Advisors sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q2 2023, closing a stake of 6 shares — an estimated $88 sold.

NewEdge Advisors first reported a position in SNLN in Q2 2017 and held it in 3 quarters. The position peaked at $13.4K in Q2 2017. 18 funds tracked by Wall St. Rank hold SNLN as of Q2 2023.

  • NewEdge Advisors reported no remaining Highland/iBoxx Senior Loan ETF position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 6 Highland/iBoxx Senior Loan ETF shares in Q2 2023, an estimated $88.
  • NewEdge Advisors first reported a position in Highland/iBoxx Senior Loan ETF in Q2 2017 and held it in 3 quarters.
  • NewEdge Advisors's Highland/iBoxx Senior Loan ETF position peaked at $13.4K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.