Triumph Capital Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Triumph Capital Management’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	$54.2K	Sell	1,345 -165	-11%	-$6.66K	0.01%	655
2026 Q1	$60.6K	Buy	1,510 +77	+5%	+$3.13K	0.01%	582
2025 Q4	$59.1K	Buy	+1,433	New	+$59.2K	0.01%	570
2024 Q1	–	Sell	-5,197	Closed	-$218K	–	256
2023 Q4	$218K	Sell	5,197 -40	-0.8%	-$1.67K	0.09%	194
2023 Q3	$220K	Sell	5,237 -642	-11%	-$26.8K	0.1%	191
2023 Q2	$246K	Sell	5,879 -325	-5%	-$13.4K	0.11%	174
2023 Q1	$257K	Buy	6,204 +302	+5%	+$12.6K	0.13%	148
2022 Q4	$241K	Buy	5,902 +159	+3%	+$6.55K	0.13%	168
2022 Q3	$235K	Buy	+5,743	New	+$243K	0.13%	162

Other funds holding SRLN

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

AAMC

Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Triumph Capital Management's SRLN Position: Q2 2026 in Review

Triumph Capital Management reduced its State Street Blackstone Senior Loan ETF (SRLN) stake by 11% in Q2 2026, selling an estimated $6.66K and leaving 1,345 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #655.

Triumph Capital Management first reported a position in SRLN in Q3 2022 and has held it in 9 quarters since. The position peaked at $257K in Q1 2023. 105 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Triumph Capital Management held 1,345 shares of State Street Blackstone Senior Loan ETF worth $54.2K as of Q2 2026.
Triumph Capital Management sold 165 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $6.66K.
State Street Blackstone Senior Loan ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #655 holding.
Triumph Capital Management first reported a position in State Street Blackstone Senior Loan ETF in Q3 2022 and has held it in 9 quarters since.
Triumph Capital Management's State Street Blackstone Senior Loan ETF position peaked at $257K in Q1 2023.
105 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.