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

Wealth Effects’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	$392K	Buy	+9,700	New	+$393K	0.11%	159

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

Wealth Effects's SRLN Position: Q3 2026 in Review

Wealth Effects opened a new position in State Street Blackstone Senior Loan ETF (SRLN) in Q3 2026: 9,700 shares worth $392K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings.

124 funds tracked by Wall St. Rank hold SRLN as of Q3 2026.

Wealth Effects held 9,700 shares of State Street Blackstone Senior Loan ETF worth $392K as of Q3 2026.
State Street Blackstone Senior Loan ETF was a new Wealth Effects position in Q3 2026.
State Street Blackstone Senior Loan ETF made up 0.11% of Wealth Effects's portfolio in Q3 2026, its #159 holding.
124 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.