Pinnacle Wealth Planning Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Pinnacle Wealth Planning Services’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	$94.6K	Hold	2,347	–	–	0.01%	906
2026 Q1	$94.2K	Hold	2,347	–	–	0.01%	833
2025 Q4	$96.9K	Buy	+2,347	New	+$96.9K	0.01%	801
2023 Q1	–	Sell	-42,362	Closed	-$1.73M	–	503
2022 Q4	$1.73M	Buy	42,362 +3,237	+8%	+$133K	0.31%	55
2022 Q3	$1.6M	Sell	39,125 -1,424	-4%	-$60.3K	0.3%	58
2022 Q2	$1.69M	Sell	40,549 -1,059	-3%	-$46K	0.3%	58
2022 Q1	$1.87M	Sell	41,608 -1,690	-4%	-$76.3K	0.34%	52
2021 Q4	$1.98M	Buy	43,298 +389	+0.9%	+$17.8K	0.39%	52
2021 Q3	$1.98M	Buy	42,909 +1,051	+3%	+$48.2K	0.44%	44
2021 Q2	$1.94M	Buy	41,858 +202	+0.5%	+$9.29K	0.45%	46
2021 Q1	$1.91M	Sell	41,656 -619	-1%	-$28.4K	0.49%	43
2020 Q4	$1.93M	Sell	42,275 -534	-1%	-$24K	0.46%	31
2020 Q3	$1.91M	Sell	42,809 -15,202	-26%	-$674K	0.63%	26
2020 Q2	$2.52M	Buy	+58,011	New	+$2.46M	0.82%	25
2019 Q1	–	Sell	-6,758	Closed	-$302K	–	181
2018 Q4	$302K	Buy	+6,758	New	+$314K	0.19%	93

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

Pinnacle Wealth Planning Services's SRLN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q2 2026 at 2,347 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #906.

Pinnacle Wealth Planning Services first reported a position in SRLN in Q4 2018 and has held it in 15 quarters since. The position peaked at $2.52M in Q2 2020. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Pinnacle Wealth Planning Services held 2,347 shares of State Street Blackstone Senior Loan ETF worth $94.6K as of Q2 2026.
Pinnacle Wealth Planning Services left its State Street Blackstone Senior Loan ETF share count unchanged in Q2 2026.
State Street Blackstone Senior Loan ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #906 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 15 quarters since.
Pinnacle Wealth Planning Services's State Street Blackstone Senior Loan ETF position peaked at $2.52M in Q2 2020.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.