Pinnacle Wealth Management Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Pinnacle Wealth Management Advisory 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
2022 Q3	–	Sell	-5,325	Closed	-$222K	–	296
2022 Q2	$222K	Buy	5,325 +125	+2%	+$5.43K	0.04%	260
2022 Q1	$234K	Buy	+5,200	New	+$235K	0.03%	256

Other funds holding SRLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SRLN Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 5,325 shares — an estimated $222K sold.

Pinnacle Wealth Management Advisory Group first reported a position in SRLN in Q1 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

Pinnacle Wealth Management Advisory Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 5,325 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $222K.
Pinnacle Wealth Management Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2022 and held it in 2 quarters.
Pinnacle Wealth Management Advisory Group's State Street Blackstone Senior Loan ETF position peaked at $234K in Q1 2022.
518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.