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 Q1	$236K	Buy	+4,646	New	+$238K	0.03%	247

Other funds holding BRLN

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFS

Sunrise Financial Services Burien, Washington $141M AUM

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

TPBG

Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $136M AUM 20.32% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Occidental Asset Management's BRLN Position: Q1 2026 in Review

Occidental Asset Management opened a new position in BlackRock Floating Rate Loan ETF (BRLN) in Q1 2026: 4,646 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings.

30 funds tracked by Wall St. Rank hold BRLN as of Q1 2026.

Occidental Asset Management held 4,646 shares of BlackRock Floating Rate Loan ETF worth $236K as of Q1 2026.
BlackRock Floating Rate Loan ETF was a new Occidental Asset Management position in Q1 2026.
BlackRock Floating Rate Loan ETF made up 0.03% of Occidental Asset Management's portfolio in Q1 2026, its #247 holding.
30 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.