USAdvisors Wealth Management’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

USAdvisors Wealth 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	$217K	Buy	5,399 +34	+0.6%	+$1.37K	0.06%	139
2026 Q1	$214K	Buy	5,365 +106	+2%	+$4.3K	0.07%	129
2025 Q4	$217K	Sell	5,259 -186	-3%	-$7.68K	0.07%	131
2025 Q3	$226K	Buy	5,445 +133	+3%	+$5.52K	0.08%	122
2025 Q2	$221K	Sell	5,312 -229	-4%	-$9.37K	0.08%	120
2025 Q1	$227K	Sell	5,541 -1,770	-24%	-$73.6K	0.08%	119
2024 Q4	$305K	Sell	7,311 -71,972	-91%	-$3.01M	0.1%	104
2024 Q3	$3.31M	Sell	79,283 -2,555	-3%	-$106K	1.16%	29
2024 Q2	$3.42M	Buy	81,838 +8,913	+12%	+$373K	1.2%	27
2024 Q1	$3.07M	Sell	72,925 -1,889	-3%	-$79.2K	1.16%	29
2023 Q4	$3.14M	Sell	74,814 -14,398	-16%	-$600K	1.3%	27
2023 Q3	$3.74M	Buy	89,212 +11,861	+15%	+$496K	1.67%	20
2023 Q2	$3.22M	Sell	77,351 -12,579	-14%	-$520K	1.53%	22
2023 Q1	$3.73M	Sell	89,930 -19,016	-17%	-$791K	1.78%	18
2022 Q4	$4.46M	Sell	108,946 -830	-0.8%	-$34.2K	2.15%	16
2022 Q3	$4.49M	Buy	109,776 +945	+0.9%	+$40K	2.3%	14
2022 Q2	$4.53M	Buy	108,831 +82,183	+308%	+$3.57M	2.27%	15
2022 Q1	$1.2M	Buy	26,648 +8,026	+43%	+$363K	0.51%	50
2021 Q4	$850K	Buy	18,622 +798	+4%	+$36.5K	0.35%	63
2021 Q3	$820K	Buy	17,824 +892	+5%	+$40.9K	0.36%	61
2021 Q2	$783K	Buy	16,932 +3,373	+25%	+$155K	0.43%	57
2021 Q1	$620K	Buy	+13,559	New	+$622K	0.3%	65
2020 Q2	–	Sell	-37,628	Closed	-$1.5M	–	81
2020 Q1	$1.5M	Sell	37,628 -119,134	-76%	-$5.32M	0.93%	23
2019 Q4	$7.3M	Sell	156,762 -64,986	-29%	-$2.99M	3.78%	13
2019 Q3	$10.3M	Buy	221,748 +4,895	+2%	+$226K	5.3%	6
2019 Q2	$10K	Buy	216,853 +10,011	+5%	+$464K	4.29%	7
2019 Q1	$9.53M	Buy	206,842 +7,535	+4%	+$346K	6.77%	6
2018 Q4	$8.91M	Sell	199,307 -2,509	-1%	-$117K	7.28%	5
2018 Q3	$9.56M	Buy	201,816 +77,793	+63%	+$3.67M	6.85%	5
2018 Q2	$5.83M	Buy	124,023 +3,481	+3%	+$165K	4.41%	11
2018 Q1	$5.72M	Buy	120,542 +10,900	+10%	+$517K	4.54%	11
2017 Q4	$5.17M	Buy	+109,642	New	+$5.19M	4.42%	11

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

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

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

USAdvisors Wealth Management's SRLN Position: Q2 2026 in Review

USAdvisors Wealth Management increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 0.63% in Q2 2026, buying an estimated $1.37K and bringing the position to 5,399 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #139.

USAdvisors Wealth Management first reported a position in SRLN in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.3M in Q3 2019. 195 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

USAdvisors Wealth Management held 5,399 shares of State Street Blackstone Senior Loan ETF worth $217K as of Q2 2026.
USAdvisors Wealth Management bought 34 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $1.37K.
State Street Blackstone Senior Loan ETF made up 0.06% of USAdvisors Wealth Management's portfolio in Q2 2026, its #139 holding.
USAdvisors Wealth Management first reported a position in State Street Blackstone Senior Loan ETF in Q4 2017 and has held it in 32 quarters since.
USAdvisors Wealth Management's State Street Blackstone Senior Loan ETF position peaked at $10.3M in Q3 2019.
195 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.