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Occidental Asset Management’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Occidental Asset Management’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
7,324
+2,678
+58% +$136K 0.04% 221
2026
Q1 		$236K Buy
+4,646
New +$238K 0.03% 247

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Occidental Asset Management's BRLN Position: Q2 2026 in Review

Occidental Asset Management increased its BlackRock Floating Rate Loan ETF (BRLN) stake by 58% in Q2 2026, buying an estimated $136K and bringing the position to 7,324 shares worth $373K. The position accounts for 0.04% of the portfolio, ranked #221.

Occidental Asset Management first reported a position in BRLN in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold BRLN as of Q2 2026.

  • Occidental Asset Management held 7,324 shares of BlackRock Floating Rate Loan ETF worth $373K as of Q2 2026.
  • Occidental Asset Management bought 2,678 BlackRock Floating Rate Loan ETF shares in Q2 2026, an estimated $136K.
  • BlackRock Floating Rate Loan ETF made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #221 holding.
  • Occidental Asset Management first reported a position in BlackRock Floating Rate Loan ETF in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.