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

Ridgeline Wealth Planning’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	$211K	Sell	5,248 -7,929	-60%	-$320K	0.13%	52
2026 Q1	$529K	Sell	13,177 -47	-0.4%	-$1.91K	0.39%	30
2025 Q4	$546K	Buy	13,224 +979	+8%	+$40.4K	0.39%	30
2025 Q3	$509K	Buy	12,245 +847	+7%	+$35.2K	0.38%	25
2025 Q2	$474K	Sell	11,398 -552	-5%	-$22.6K	0.39%	24
2025 Q1	$492K	Sell	11,950 -111	-0.9%	-$4.62K	0.48%	20
2024 Q4	$503K	Buy	+12,061	New	+$505K	0.48%	21

Other funds holding SRLN

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Ridgeline Wealth Planning's SRLN Position: Q2 2026 in Review

Ridgeline Wealth Planning reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 60% in Q2 2026, selling an estimated $320K and leaving 5,248 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #52.

Ridgeline Wealth Planning first reported a position in SRLN in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q4 2025. 219 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Ridgeline Wealth Planning held 5,248 shares of State Street Blackstone Senior Loan ETF worth $211K as of Q2 2026.
Ridgeline Wealth Planning sold 7,929 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $320K.
State Street Blackstone Senior Loan ETF made up 0.13% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #52 holding.
Ridgeline Wealth Planning first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth Planning's State Street Blackstone Senior Loan ETF position peaked at $546K in Q4 2025.
219 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.