Professional Financial Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-277	Closed	-$11K	–	404
2022 Q3	$11K	Buy	277 +4	+1%	+$169	0.01%	281
2022 Q2	$11K	Sell	273 -47	-15%	-$2.04K	0.01%	285
2022 Q1	$14K	Buy	320 +125	+64%	+$5.65K	0.01%	277
2021 Q4	$9K	Buy	+195	New	+$8.92K	﹤0.01%	333

Other funds holding SRLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

SCM

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

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

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

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

Professional Financial Advisors's SRLN Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q4 2022, closing a stake of 277 shares — an estimated $11K sold.

Professional Financial Advisors first reported a position in SRLN in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q1 2022. 513 funds tracked by Wall St. Rank hold SRLN as of Q4 2022.

Professional Financial Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 277 State Street Blackstone Senior Loan ETF shares in Q4 2022, an estimated $11K.
Professional Financial Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's State Street Blackstone Senior Loan ETF position peaked at $14K in Q1 2022.
513 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.