TradeWell Securities’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

TradeWell Securities’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	$1.73M	Buy	43,018 +4,022	+10%	+$162K	0.62%	25
2026 Q1	$1.56M	Buy	+38,996	New	+$1.58M	0.66%	23
2025 Q4	–	Sell	-31,621	Closed	-$1.31M	–	47
2025 Q3	$1.31M	Buy	31,621 +6,646	+27%	+$276K	0.55%	24
2025 Q2	$1.04M	Sell	24,975 -1,429	-5%	-$58.5K	0.5%	24
2025 Q1	$1.09M	Buy	26,404 +4,402	+20%	+$183K	0.6%	22
2024 Q4	$918K	Buy	+22,002	New	+$920K	0.48%	22

Other funds holding SRLN

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

TradeWell Securities's SRLN Position: Q2 2026 in Review

TradeWell Securities increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 10% in Q2 2026, buying an estimated $162K and bringing the position to 43,018 shares worth $1.73M. The position accounts for 0.62% of the portfolio, ranked #25.

TradeWell Securities first reported a position in SRLN in Q4 2024 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

TradeWell Securities held 43,018 shares of State Street Blackstone Senior Loan ETF worth $1.73M as of Q2 2026.
TradeWell Securities bought 4,022 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $162K.
State Street Blackstone Senior Loan ETF made up 0.62% of TradeWell Securities's portfolio in Q2 2026, its #25 holding.
TradeWell Securities first reported a position in State Street Blackstone Senior Loan ETF in Q4 2024 and has held it in 6 quarters since.
207 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.