AlgovestIQETF Context
News · Liquidity · Exposure · AIQ Momentum
News pressure, liquidity, fund structure, exposure, and AIQ momentum context.
Fixed Income fund profile date from the ETF info snapshot.
Momentum 56/100 and sentiment — beside current fund and news context.
Updated Sep 6, 2026 · Sentiment 13.38%
ETF context should explain what can change the setup and which AIQ component would move first.
Current ETF setup
Largest available fund exposure bucket.
Cost context that can affect long-term fund returns.
Liquidity context for entry and exit conditions.
Latest source date for reported holdings.
No reliable ETF buy/sell change feed in this snapshot.
News pressure around the ETF setup.
Where market reaction would show up first.
Composite decision read before confirmation.
Fund context
Fund sponsor from the ETF info snapshot.
Broad asset class for the ETF.
Largest available exposure bucket.
Current assets under management when provided.
Annual fund cost reported by the provider.
Number of positions in the fund snapshot.
Liquidity context from the ETF info snapshot.
Latest holder snapshot source date.
Current ETF holder rows do not include reliable buy/sell change fields.
Latest downstream institutional-holder filing date.
Net filing-reported change across available institutional holder rows.
Filing-reported ETF share ownership changes by holder; this is not intraday flow or constituent trading.
| Holder | Shares | Change | Reported |
|---|---|---|---|
| Wright Fund Management, LLC | 3.16M | 1.89M | Jun 30, 2026 |
| Wright Fund Management, LLC | 3.16M | 1.89M | Jun 30, 2026 |
| Liberty Mutual Group Asset Management Inc. | 4.7M | 1.68M | Jun 30, 2026 |
| Liberty Mutual Group Asset Management Inc. | 4.7M | 1.68M | Jun 30, 2026 |
| Diversify Advisory Services, LLC | 1.36M | 1.36M | Jun 30, 2026 |
| Diversify Advisory Services, LLC | 1.36M | 1.36M | Jun 30, 2026 |
| JPMORGAN CHASE & CO | 1.38M | 1.33M | Jun 30, 2026 |
| JPMORGAN CHASE & CO | 1.38M | 1.33M | Jun 30, 2026 |
| Holder | Shares | Change | Reported |
|---|---|---|---|
| Arizona PSPRS Trust | 6.47M | -1.99M | Jun 30, 2026 |
| Arizona PSPRS Trust | 6.47M | -1.99M | Jun 30, 2026 |
| State of Tennessee, Treasury Department | 4.41M | -1.53M | Jun 30, 2026 |
| State of Tennessee, Treasury Department | 4.41M | -1.53M | Jun 30, 2026 |
| GOLDMAN SACHS GROUP INC | 1.65M | -1.11M | Jun 30, 2026 |
| GOLDMAN SACHS GROUP INC | 1.65M | -1.11M | Jun 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.17M | -573.2K | Jun 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.17M | -573.2K | Jun 30, 2026 |
Recent ETF coverage, scored where source sentiment is available.
A 12% yield from a single BDC ETF sounds like a income investor's dream, but the fee stack, a payout ratio above 100%, and two consecutive distribution cuts inside the fund tell a different story about who actually keeps the money.
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SRLN ETF Context FAQ
SRLN's next stock catalysts can include earnings, guidance, analyst ratings, price-target changes, estimate revisions, product updates, regulatory events, contracts, or sector developments. Use this page to connect those events with AIQ and market context.
Upcoming events that could move SRLN include earnings reports, management commentary, estimate changes, major news, and market-wide sector catalysts.
SRLN's next earnings report could affect the stock by changing revenue expectations, EPS estimates, guidance, analyst ratings, price targets, estimate revisions, and momentum.
SRLN could move higher if earnings, guidance, demand trends, analyst expectations, or AIQ momentum improve relative to what the market already expects.
SRLN could be hurt by weaker guidance, negative estimate revisions, margin pressure, adverse news, regulatory issues, or a sector-wide risk-off move.