RG
SNLN

Retirement Group’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Retirement Group’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-198
Closed -$3K – 849
2021
Q4 		$3K Hold
198
– – ﹤0.01% 600
2021
Q3 		$3K Sell
198
-435
-69% -$6.99K ﹤0.01% 507
2021
Q2 		$10K Hold
633
– – ﹤0.01% 418
2021
Q1 		$10K Hold
633
– – ﹤0.01% 476
2020
Q4 		$10K Hold
633
– – ﹤0.01% 436
2020
Q3 		$10K Hold
633
– – 0.01% 422
2020
Q2 		$10K Buy
+633
New +$9.99K 0.01% 391
2019
Q4 		$11K Buy
+633
New +$11K 0.01% 379

Other funds holding SNLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return