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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's SRLN Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q1 2026: 937 shares worth $37.6K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SRLN as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SRLN in Q2 2025 and has held it in 2 quarters since. The position peaked at $68.6K in Q2 2025. 484 funds tracked by Wall St. Rank hold SRLN as of Q1 2026.

Twin Peaks Wealth Advisors held 937 shares of State Street Blackstone Senior Loan ETF worth $37.6K as of Q1 2026.
State Street Blackstone Senior Loan ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
State Street Blackstone Senior Loan ETF made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #506 holding.
Twin Peaks Wealth Advisors first reported a position in State Street Blackstone Senior Loan ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's State Street Blackstone Senior Loan ETF position peaked at $68.6K in Q2 2025.
484 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.