Shum Financial Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Shum Financial 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
2026 Q2	$1.22M	Sell	30,281 -71	-0.2%	-$2.87K	0.74%	36
2026 Q1	$1.22M	Buy	30,352 +366	+1%	+$14.9K	0.86%	31
2025 Q4	$1.24M	Buy	29,986 +343	+1%	+$14.2K	0.89%	30
2025 Q3	$1.23M	Buy	+29,643	New	+$1.23M	0.92%	31
2025 Q1	$1.27M	Sell	30,950 -1,336	-4%	-$55.6K	1.1%	29
2024 Q4	$1.35M	Sell	32,286 -3,871	-11%	-$162K	1.16%	26
2024 Q3	$1.51M	Buy	+36,157	New	+$1.5M	1.26%	24

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 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.34B AUM 25.19% 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

Shum Financial Group's SRLN Position: Q2 2026 in Review

Shum Financial Group reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.23% in Q2 2026, selling an estimated $2.87K and leaving 30,281 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #36.

Shum Financial Group first reported a position in SRLN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.51M in Q3 2024. 276 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Shum Financial Group held 30,281 shares of State Street Blackstone Senior Loan ETF worth $1.22M as of Q2 2026.
Shum Financial Group sold 71 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $2.87K.
State Street Blackstone Senior Loan ETF made up 0.74% of Shum Financial Group's portfolio in Q2 2026, its #36 holding.
Shum Financial Group first reported a position in State Street Blackstone Senior Loan ETF in Q3 2024 and has held it in 7 quarters since.
Shum Financial Group's State Street Blackstone Senior Loan ETF position peaked at $1.51M in Q3 2024.
276 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.