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Sunrise Financial Services’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Sunrise Financial Services’s Portfolio BRLN Stock Details BRLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.66M Buy
52,352
+4,270
+9% +$217K 1.58% 18
2026
Q1 		$2.44M Buy
48,082
+45,887
+2,091% +$2.35M 1.73% 18
2025
Q4 		$113K Buy
+2,195
New +$113K 0.09% 72

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
TPBG
Turning Point Benefit Group Frederick, Maryland $232M AUM 19.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $146M AUM 30.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunrise Financial Services's BRLN Position: Q2 2026 in Review

Sunrise Financial Services increased its BlackRock Floating Rate Loan ETF (BRLN) stake by 8.9% in Q2 2026, buying an estimated $217K and bringing the position to 52,352 shares worth $2.66M. The position accounts for 1.58% of the portfolio, ranked #18.

Sunrise Financial Services first reported a position in BRLN in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold BRLN as of Q2 2026.

  • Sunrise Financial Services held 52,352 shares of BlackRock Floating Rate Loan ETF worth $2.66M as of Q2 2026.
  • Sunrise Financial Services bought 4,270 BlackRock Floating Rate Loan ETF shares in Q2 2026, an estimated $217K.
  • BlackRock Floating Rate Loan ETF made up 1.58% of Sunrise Financial Services's portfolio in Q2 2026, its #18 holding.
  • Sunrise Financial Services first reported a position in BlackRock Floating Rate Loan ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.