Novus Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Novus Advisors’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	$795K	Buy	19,720 +613	+3%	+$24.8K	1.66%	17
2026 Q1	$767K	Buy	19,107 +628	+3%	+$25.5K	1.72%	16
2025 Q4	$763K	Buy	18,479 +830	+5%	+$34.3K	1.71%	17
2025 Q3	$734K	Buy	17,649 +1,011	+6%	+$42K	1.68%	20
2025 Q2	$692K	Buy	16,638 +160	+1%	+$6.55K	1.06%	32
2025 Q1	$678K	Buy	16,478 +5,724	+53%	+$238K	0.68%	43
2024 Q4	$449K	Buy	+10,754	New	+$450K	0.45%	56

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Novus Advisors's SRLN Position: Q2 2026 in Review

Novus Advisors increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 3.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 19,720 shares worth $795K. The position accounts for 1.66% of the portfolio, ranked #17.

Novus Advisors first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Novus Advisors held 19,720 shares of State Street Blackstone Senior Loan ETF worth $795K as of Q2 2026.
Novus Advisors bought 613 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $24.8K.
State Street Blackstone Senior Loan ETF made up 1.66% of Novus Advisors's portfolio in Q2 2026, its #17 holding.
Novus Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.