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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

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAMC
Asset Allocation & Management Company Chicago, Illinois $307M AUM 17.81% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 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. 65 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.
  • 65 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.