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

RVW Wealth’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 		– Sell
-4,901
Closed -$202K – 190
2025
Q4 		$202K Hold
4,901
– – 0.02% 175
2025
Q3 		$204K Hold
4,901
– – 0.02% 171
2025
Q2 		$204K Buy
+4,901
New +$201K 0.02% 168
2024
Q3 		– Sell
-4,873
Closed -$204K – 159
2024
Q2 		$204K Sell
4,873
-1,453
-23% -$60.8K 0.02% 145
2024
Q1 		$266K Buy
6,326
+19
+0.3% +$796 0.03% 126
2023
Q4 		$264K Sell
6,307
-1,307
-17% -$54.4K 0.03% 120
2023
Q3 		$319K Buy
7,614
+96
+1% +$4.01K 0.04% 107
2023
Q2 		$315K Sell
7,518
-6,551
-47% -$271K 0.04% 111
2023
Q1 		$583K Sell
14,069
-7,831
-36% -$326K 0.07% 92
2022
Q4 		$896K Buy
21,900
+6,463
+42% +$266K 0.11% 78
2022
Q3 		$631K Sell
15,437
-43,117
-74% -$1.83M 0.09% 87
2022
Q2 		$2.44M Sell
58,554
-387
-0.7% -$16.8K 0.33% 47
2022
Q1 		$2.65M Buy
58,941
+6,872
+13% +$310K 0.31% 48
2021
Q4 		$2.38M Buy
52,069
+15,016
+41% +$687K 0.27% 52
2021
Q3 		$2M Buy
37,053
+12,293
+50% +$564K 0.24% 51
2021
Q2 		$1M Buy
24,760
+7,789
+46% +$358K 0.13% 72
2021
Q1 		$1M Buy
16,971
+8,172
+93% +$375K 0.13% 97
2020
Q4 		$1M Buy
+8,799
New +$396K 0.15% 87

Other funds holding SRLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

RVW Wealth's SRLN Position: Q1 2026 in Review

RVW Wealth sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026, closing a stake of 4,901 shares — an estimated $202K sold.

RVW Wealth first reported a position in SRLN in Q4 2020 and held it in 18 quarters. The position peaked at $2.65M in Q1 2022. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

  • RVW Wealth reported no remaining State Street Blackstone Senior Loan ETF position as of Q1 2026 after selling out during the quarter.
  • RVW Wealth sold 4,901 State Street Blackstone Senior Loan ETF shares in Q1 2026, an estimated $202K.
  • RVW Wealth first reported a position in State Street Blackstone Senior Loan ETF in Q4 2020 and held it in 18 quarters.
  • RVW Wealth's State Street Blackstone Senior Loan ETF position peaked at $2.65M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on RVW Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.