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

Vertrix 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	$5.91M	Buy	+146,567	New	+$5.92M	1.99%	12

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 $3.38T AUM 44.17% 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

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

Vertrix Wealth Management opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q2 2026: 146,567 shares worth $5.91M. The stake represents 1.99% of the portfolio and ranks #12 among its holdings.

479 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Vertrix Wealth Management held 146,567 shares of State Street Blackstone Senior Loan ETF worth $5.91M as of Q2 2026.
State Street Blackstone Senior Loan ETF was a new Vertrix Wealth Management position in Q2 2026.
State Street Blackstone Senior Loan ETF made up 1.99% of Vertrix Wealth Management's portfolio in Q2 2026, its #12 holding.
479 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.