Sanchez Wealth Management Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Sanchez Wealth Management Group’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 Q3	–	Sell	-261,354	Closed	-$10.9M	–	35
2022 Q2	$10.9M	Buy	261,354 +2,261	+0.9%	+$98.3K	5.41%	8
2022 Q1	$11.6M	Buy	259,093 +4,991	+2%	+$225K	4.9%	9
2021 Q4	$11.6M	Buy	254,102 +39,271	+18%	+$1.8M	4.89%	9
2021 Q3	$9.89M	Buy	214,831 +3,910	+2%	+$179K	4.44%	9
2021 Q2	$9.76M	Buy	210,921 +9,849	+5%	+$453K	4.46%	9
2021 Q1	$9.2M	Buy	+201,072	New	+$9.23M	4.68%	9

Other funds holding SRLN

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

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

SCM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Sanchez Wealth Management Group's SRLN Position: Q3 2022 in Review

Sanchez Wealth Management Group sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q3 2022, closing a stake of 261,354 shares — an estimated $10.9M sold.

Sanchez Wealth Management Group first reported a position in SRLN in Q1 2021 and held it in 6 quarters. The position peaked at $11.6M in Q1 2022. 518 funds tracked by Wall St. Rank hold SRLN as of Q3 2022.

Sanchez Wealth Management Group reported no remaining State Street Blackstone Senior Loan ETF position as of Q3 2022 after selling out during the quarter.
Sanchez Wealth Management Group sold 261,354 State Street Blackstone Senior Loan ETF shares in Q3 2022, an estimated $10.9M.
Sanchez Wealth Management Group first reported a position in State Street Blackstone Senior Loan ETF in Q1 2021 and held it in 6 quarters.
Sanchez Wealth Management Group's State Street Blackstone Senior Loan ETF position peaked at $11.6M in Q1 2022.
518 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2022.

Based on Sanchez Wealth Management Group's 13F filing for Q3 2022, filed 13 Oct 2022.