Twin Peaks Wealth Advisors’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Twin Peaks Wealth Advisors’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	–	Sell	-937	Closed	-$37.6K	–	1925
2026 Q1	$37.6K	Buy	+937	New	+$38K	0.01%	506
2025 Q3	–	Sell	-1,656	Closed	-$68.6K	–	1849
2025 Q2	$68.6K	Buy	+1,656	New	+$67.8K	0.02%	284

Other funds holding SRLN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APSPRSPT

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.68B AUM 5.1% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OPAM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Twin Peaks Wealth Advisors's SRLN Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026, closing a stake of 937 shares — an estimated $37.6K sold.

Twin Peaks Wealth Advisors first reported a position in SRLN in Q2 2025 and held it in 2 quarters. The position peaked at $68.6K in Q2 2025. 479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining State Street Blackstone Senior Loan ETF position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 937 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $37.6K.
Twin Peaks Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $68.6K in Q2 2025.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.