VisionPoint Advisory Group’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

VisionPoint Advisory Group’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 Q3	$367K	Buy	9,086 +114	+1%	+$4.61K	0.06%	300
2026 Q2	$361K	Buy	8,972 +146	+2%	+$5.9K	0.06%	317
2026 Q1	$354K	Buy	8,826 +984	+13%	+$40K	0.07%	285
2025 Q4	$324K	Buy	7,842 +86	+1%	+$3.55K	0.06%	288
2025 Q3	$322K	Buy	7,756 +291	+4%	+$12.1K	0.06%	284
2025 Q2	$310K	Buy	+7,465	New	+$305K	0.07%	262
2025 Q1	–	Sell	-1,763	Closed	-$73.6K	–	297
2024 Q4	$73.6K	Buy	+1,763	New	+$73.7K	0.03%	253
2024 Q3	–	Sell	-1,866	Closed	-$78K	–	706
2024 Q2	$78K	Sell	1,866 -13	-0.7%	-$544	0.03%	231
2024 Q1	$79.1K	Buy	1,879 +155	+9%	+$6.5K	0.03%	228
2023 Q4	$72.3K	Buy	1,724 +629	+57%	+$26.2K	0.03%	211
2023 Q3	$45.9K	Buy	1,095 +669	+157%	+$28K	0.02%	254
2023 Q2	$17.8K	Buy	+426	New	+$17.6K	0.01%	306

Other funds holding SRLN

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Asset Allocation & Management Company Chicago, Illinois $321M AUM 11.11% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

VisionPoint Advisory Group's SRLN Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.3% in Q3 2026, buying an estimated $4.61K and bringing the position to 9,086 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #300.

VisionPoint Advisory Group first reported a position in SRLN in Q2 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

VisionPoint Advisory Group held 9,086 shares of State Street Blackstone Senior Loan ETF worth $367K as of Q3 2026.
VisionPoint Advisory Group bought 114 State Street Blackstone Senior Loan ETF shares in Q3 2026, an estimated $4.61K.
State Street Blackstone Senior Loan ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q3 2026, its #300 holding.
VisionPoint Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 12 quarters since.
124 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.