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Redmont Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Redmont Wealth 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
2025
Q4 		$475K Buy
11,513
+3,372
+41% +$139K 0.72% 37
2025
Q3 		$339K Buy
8,141
+217
+3% +$9.01K 0.47% 55
2025
Q2 		$330K Sell
7,924
-812
-9% -$33.2K 0.48% 52
2025
Q1 		$359K Buy
8,736
+1,341
+18% +$55.8K 0.7% 36
2024
Q4 		$309K Buy
7,395
+107
+1% +$4.48K 0.53% 50
2024
Q3 		$304K Hold
7,288
– – 0.47% 55
2024
Q2 		$305K Buy
7,288
+4
+0.1% +$167 0.48% 55
2024
Q1 		$307K Buy
7,284
+216
+3% +$9.05K 0.42% 54
2023
Q4 		$296K Buy
+7,068
New +$294K 0.43% 56

Other funds holding SRLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.72B AUM 8.83% 1-Year Est. Return
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return