Wealth Enhancement Advisory Services’s State Street Blackstone Senior Loan ETF SRLN Stock Holding History

Wealth Enhancement Advisory Services’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	$1.98M	Buy	49,004 +3,341	+7%	+$135K	﹤0.01%	1576
2026 Q1	$1.83M	Sell	45,663 -100,707	-69%	-$4.09M	﹤0.01%	1440
2025 Q4	$6.05M	Sell	146,370 -19,072	-12%	-$787K	0.01%	925
2025 Q3	$6.84M	Sell	165,442 -2,456	-1%	-$102K	0.01%	812
2025 Q2	$6.96M	Sell	167,898 -11,916	-7%	-$488K	0.01%	760
2025 Q1	$7.4M	Sell	179,814 -19,668	-10%	-$818K	0.01%	692
2024 Q4	$8.32M	Buy	199,482 +1,283	+0.6%	+$53.7K	0.02%	621
2024 Q3	$8.28M	Sell	198,199 -3,400	-2%	-$141K	0.02%	576
2024 Q2	$8.43M	Buy	201,599 +75,830	+60%	+$3.18M	0.02%	529
2024 Q1	$5.3M	Buy	125,769 +32,127	+34%	+$1.35M	0.01%	647
2023 Q4	$3.93M	Buy	93,642 +4,734	+5%	+$197K	0.01%	673
2023 Q3	$3.73M	Buy	+88,908	New	+$3.72M	0.01%	657

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's SRLN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its State Street Blackstone Senior Loan ETF (SRLN) stake by 7.3% in Q2 2026, buying an estimated $135K and bringing the position to 49,004 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Wealth Enhancement Advisory Services first reported a position in SRLN in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.43M in Q2 2024. 100 funds tracked by Wall St. Rank hold SRLN as of Q2 2026.

Wealth Enhancement Advisory Services held 49,004 shares of State Street Blackstone Senior Loan ETF worth $1.98M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,341 State Street Blackstone Senior Loan ETF shares in Q2 2026, an estimated $135K.
State Street Blackstone Senior Loan ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1576 holding.
Wealth Enhancement Advisory Services first reported a position in State Street Blackstone Senior Loan ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's State Street Blackstone Senior Loan ETF position peaked at $8.43M in Q2 2024.
100 funds tracked by Wall St. Rank held State Street Blackstone Senior Loan ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.