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 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

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

VisionPoint Advisory Group's SRLN Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 1.7% in Q2 2026, buying an estimated $5.9K and bringing the position to 8,972 shares worth $361K. The position accounts for 0.06% of the portfolio, ranked #317.

VisionPoint Advisory Group first reported a position in SRLN in Q2 2023 and has held it in 11 quarters since. 478 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

VisionPoint Advisory Group held 8,972 shares of State Street Blackstone Senior Loan ETF worth $361K as of Q2 2026.
VisionPoint Advisory Group bought 146 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $5.9K.
State Street Blackstone Senior Loan ETF made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #317 holding.
VisionPoint Advisory Group first reported a position in State Street Blackstone Senior Loan ETF in Q2 2023 and has held it in 11 quarters since.
478 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.