Opulen Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Opulen Financial Group’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	$955K	Sell	23,693 -302	-1%	-$12.2K	0.6%	36
2026 Q1	$963K	Sell	23,995 -1,916	-7%	-$77.8K	0.68%	31
2025 Q4	$1.07M	Sell	25,911 -1,062	-4%	-$43.8K	0.78%	27
2025 Q3	$1.12M	Sell	26,973 -679	-2%	-$28.2K	0.85%	28
2025 Q2	$1.15M	Sell	27,652 -1,228	-4%	-$50.2K	0.94%	25
2025 Q1	$1.19M	Buy	28,880 +311	+1%	+$12.9K	1.08%	22
2024 Q4	$1.19M	Buy	+28,569	New	+$1.2M	1.08%	22

Other funds holding SRLN

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

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

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

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

Opulen Financial Group's SRLN Position: Q2 2026 in Review

Opulen Financial Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.3% in Q2 2026, selling an estimated $12.2K and leaving 23,693 shares worth $955K. The position accounts for 0.6% of the portfolio, ranked #36.

Opulen Financial Group first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.19M in Q4 2024. 477 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Opulen Financial Group held 23,693 shares of State Street Blackstone Senior Loan ETF worth $955K as of Q2 2026.
Opulen Financial Group sold 302 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $12.2K.
State Street Blackstone Senior Loan ETF made up 0.6% of Opulen Financial Group's portfolio in Q2 2026, its #36 holding.
Opulen Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Opulen Financial Group's State Street Blackstone Senior Loan ETF position peaked at $1.19M in Q4 2024.
477 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.