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 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

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

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

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's SRLN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its State Street Blackstone Senior Loan ETF (SRLN) position steady in Q1 2026 at 2,347 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #833.

Pinnacle Wealth Planning Services first reported a position in SRLN in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.52M in Q2 2020. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Pinnacle Wealth Planning Services held 2,347 shares of State Street Blackstone Senior Loan ETF worth $94.2K as of Q1 2026.
Pinnacle Wealth Planning Services left its State Street Blackstone Senior Loan ETF share count unchanged in Q1 2026.
State Street Blackstone Senior Loan ETF made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #833 holding.
Pinnacle Wealth Planning Services first reported a position in State Street Blackstone Senior Loan ETF in Q4 2018 and has held it in 14 quarters since.
Pinnacle Wealth Planning Services's State Street Blackstone Senior Loan ETF position peaked at $2.52M in Q2 2020.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.