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Turning Point Benefit Group’s BlackRock Floating Rate Loan ETF BRLN Stock Holding History

Turning Point Benefit Group’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
Q1 		$1.43M Buy
28,205
+6,811
+32% +$348K 0.91% 24
2025
Q4 		$1.1M Buy
+21,394
New +$1.1M 0.58% 36

Other funds holding BRLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $118M AUM 14.43% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return

Turning Point Benefit Group's BRLN Position: Q1 2026 in Review

Turning Point Benefit Group increased its BlackRock Floating Rate Loan ETF (BRLN) stake by 32% in Q1 2026, buying an estimated $348K and bringing the position to 28,205 shares worth $1.43M. The position accounts for 0.91% of the portfolio, ranked #24.

Turning Point Benefit Group first reported a position in BRLN in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BRLN as of Q1 2026.

  • Turning Point Benefit Group held 28,205 shares of BlackRock Floating Rate Loan ETF worth $1.43M as of Q1 2026.
  • Turning Point Benefit Group bought 6,811 BlackRock Floating Rate Loan ETF shares in Q1 2026, an estimated $348K.
  • BlackRock Floating Rate Loan ETF made up 0.91% of Turning Point Benefit Group's portfolio in Q1 2026, its #24 holding.
  • Turning Point Benefit Group first reported a position in BlackRock Floating Rate Loan ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held BlackRock Floating Rate Loan ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.