SLWS
Wisdom Short Duration Income ETF
SPEND LIFE WISELY FUNDS INVESTMENT TRUST

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ATWALD 4.625 11/15/28 0 5,000,000 5,000,000 1.37% $5.02M
HPS CORPORATE LE 0 5,000,000 5,000,000 1.35% $4.97M
APOLLO DEBT SOLU 0 3,500,000 3,500,000 0.95% $3.48M
ATWALD 5 1/4 01/15/33 0 3,000,000 3,000,000 0.82% $3.01M
ENERGY TRANS 0 3,000,000 3,000,000 0.82% $3.00M
AVOLON HOLDINGS FUNDING LTD 4.7% 01/30/2031 144A 0 3,000,000 3,000,000 0.81% $2.98M
FINANCE OF AMERICA HECM BUYOUT FAHB 2025 HB1 A 144A 0 2,726,352 2,726,352 0.74% $2.72M
ORACLE CORP 0 2,500,000 2,500,000 0.71% $2.61M
OCCIDENTAL PETE 0 2,000,000 2,000,000 0.63% $2.31M
BLUE OWL TECHNOL 0 2,000,000 2,000,000 0.55% $2.03M
FAHB 2025-HB1 M2 0 2,000,000 2,000,000 0.55% $2.01M
Toronto-Dominion Bank/The 0 2,000,000 2,000,000 0.55% $2.01M
CRED AGRICOLE SA 0 2,000,000 2,000,000 0.54% $2.00M
CRBG 4.55 01/09/31 144A 0 2,000,000 2,000,000 0.54% $2.00M
GOLDMAN SACHS BD GSBD 5.1 01/28/29 0 2,000,000 2,000,000 0.54% $1.99M
RPIT 2022-3 A 0 1,930,145 1,930,145 0.52% $1.93M
SIXTH STREET LEN 0 1,500,000 1,500,000 0.42% $1.54M
ESSENT GROUP LTD 0 1,000,000 1,000,000 0.28% $1.05M
PLAINS ALL AMER 0 1,000,000 1,000,000 0.27% $1.01M
ENBRIDGE INC 0 1,000,000 1,000,000 0.27% $1.00M
APOLLO DEBT SOLU 0 1,000,000 1,000,000 0.27% $1.00M
NRG ENERGY INC SR SECURED 144A 10/30 4.734 0 1,000,000 1,000,000 0.27% $1.00M
MORGAN STANLEY 0 1,000,000 1,000,000 0.27% $999.56K
SBL HOLDINGS INC SR UNSECURED 144A 09/28 5.9 0 1,000,000 1,000,000 0.27% $999.13K
PUBLIC SERVICE 0 1,000,000 1,000,000 0.27% $997.70K
HPS CORPORATE LE 0 1,000,000 1,000,000 0.27% $994.37K
GOLDMAN 0 1,000,000 1,000,000 0.27% $991.09K
NSLT 2014-6A A 0 985,355 985,355 0.27% $981.04K
J.P. Morgan Mortgage Trust 2023-6 0 618,967 618,967 0.17% $628.57K
HOWMET AEROSPACE 0 500,000 500,000 0.14% $502.56K
ROCHE HOLDINGS INC COMPANY GUAR 144A 12/32 4.374 0 500,000 500,000 0.14% $499.40K
DUKE ENERGY FLA 0 500,000 500,000 0.14% $499.10K
ROCHE HOLDINGS INC REGD 144A P/P 4.07500000 0 500,000 500,000 0.14% $499.08K
ORACLE CORP VARIABLE RATE 08/03/2028 0 500,000 500,000 0.13% $491.89K
SYENSQO FINANCE SYENS 5.65 06/04/29 0 300,000 300,000 0.08% $310.99K
British Airways PLC 0 287,082 287,082 0.07% $270.26K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WFC F 01/15/27 * 6,211,000 0 -6,211,000 0.00% -$6.17M
ET 6 02/01/29 144A 3,089,000 0 -3,089,000 0.00% -$3.13M
GOLDMAN SACHS GP 3,000,000 0 -3,000,000 0.00% -$3.00M
AS Mileage Plan IP Ltd. 3,000,000 0 -3,000,000 0.00% -$2.99M
The Goldman Sachs Group, Inc. 4.153 10/21/2029 3,000,000 0 -3,000,000 0.00% -$2.99M
DEVON ENERGY 2,730,000 0 -2,730,000 0.00% -$2.73M
LG Energy Solution Ltd 2,500,000 0 -2,500,000 0.00% -$2.55M
Air Canada Class A Pass Through Trust 2,108,731 0 -2,108,731 0.00% -$2.16M
NATL BANK CANADA 2,000,000 0 -2,000,000 0.00% -$2.09M
LG ENERGY SOLUTION LTD 144A LIFE SR UNSEC 5.375% 04-02-30 2,000,000 0 -2,000,000 0.00% -$2.06M
LG ENERGY SOLUTION LTD 2,000,000 0 -2,000,000 0.00% -$2.05M
DELTA AIR LINES 2,000,000 0 -2,000,000 0.00% -$2.03M
BLUE OWL TECHNOL 2,000,000 0 -2,000,000 0.00% -$2.02M
UNTD AIR 20-1 A 1,700,292 0 -1,700,292 0.00% -$1.74M
JABIL INC JBLPP CP 0 11/03/25 1,620,000 0 -1,620,000 0.00% -$1.62M
Vistra Operations Co. LLC 1,500,000 0 -1,500,000 0.00% -$1.59M
SIXTH STREET LEN 1,500,000 0 -1,500,000 0.00% -$1.54M
IAGLN 3.35 06/15/29 144A 1,511,405 0 -1,511,405 0.00% -$1.46M
BEF 2015-1 A 1,433,834 0 -1,433,834 0.00% -$1.44M
HYUNDAI CAPITAL AMERICA REGD 144A P/P 5.27500000 1,100,000 0 -1,100,000 0.00% -$1.12M
CAPITAL ONE FINL 1,000,000 0 -1,000,000 0.00% -$1.05M
OCCIDENTAL PETE 1,000,000 0 -1,000,000 0.00% -$1.02M
LGENERGYSOLUTION SR UNSECURED 144A 04/28 5.25 1,000,000 0 -1,000,000 0.00% -$1.02M
JPMORGAN CHASE 1,000,000 0 -1,000,000 0.00% -$1.01M
CIGNA GROUP/THE 1,000,000 0 -1,000,000 0.00% -$1.00M
BCP INVESTMENT BCIC 4 7/8 04/30/26 1,000,000 0 -1,000,000 0.00% -$1.00M
Ladder Capital Finance Holdings LLLP / Ladder Capital Finance Corp 1,000,000 0 -1,000,000 0.00% -$981.34K
CHENIERE ENERGY 605,000 0 -605,000 0.00% -$603.83K
Enerflex Ltd 500,000 0 -500,000 0.00% -$512.01K
MORGAN STANLEY 500,000 0 -500,000 0.00% -$509.38K
META PLATFORMS 500,000 0 -500,000 0.00% -$502.66K
OWL ROCK TECHNOL ORTFIN 4 3/4 12/15/25 500,000 0 -500,000 0.00% -$499.80K
MORGAN STANLEY 500,000 0 -500,000 0.00% -$498.91K
Government National Mortgage Association 427,012 0 -427,012 0.00% -$406.37K
ALK 4.8 08/15/27 144A 152,015 0 -152,015 0.00% -$152.57K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
Blackrock Liquidity TempCash Inst 140,944 2,222,356 2,081,412 0.60% $2.08M
Bank of America Corp., Series B 1,000,000 2,000,000 1,000,000 0.57% $1.04M
GNR 2019-H15 FJ 2,056,916 2,057,143 227 0.56% $5.94K
DEUTSCHE BANK NY DB 5.373 01/10/29 1,750,000 1,850,000 100,000 0.51% $103.32K
JPMORGAN CHASE JPM Float 02/01/27 1,140,000 1,640,000 500,000 0.44% $495.53K
DIAMONDBACK ENER 1,000,000 1,100,000 100,000 0.31% $104.88K
TARGA RES PRTNRS 500,000 1,000,000 500,000 0.28% $511.83K
GNR 2020-H17 BF 926,122 938,697 12,575 0.26% $16.17K
ZCS BRL 14.0087 05/12/25-01/04/27 CME -1,450 -1,360 90 0.22% $178.96M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
ANGLO AMERICAN CAPITAL REGD 144A P/P 5.62500000 5,000,000 4,250,000 -750,000 1.20% -$799.03K
Finance of America Structured Securities Trust 4,295,173 4,104,631 -190,542 1.09% -$150.77K
FASST 2025-PC2 AV 3,932,098 3,879,439 -52,659 1.05% -$47.51K
Starwood Mortgage Residential Trust, Series 2022-4, Class A1 3,027,270 2,851,016 -176,253 0.78% -$169.50K
AOMT 2023-3 A1 2,816,897 2,728,634 -88,264 0.74% -$77.92K
DELTA/SKYMILES 2,500,000 2,291,667 -208,333 0.63% -$208.11K
FASST 2024-S4 AV 2,208,536 2,110,549 -97,988 0.58% -$94.99K
ARES CAPITAL COR 4,000,000 2,000,000 -2,000,000 0.55% -$2.02M
MFRA 2022-NQM2 A2 1,892,478 1,835,249 -57,228 0.50% -$42.36K
Finance of America Structured Securities Trust, Series 2024-S2, Class A1 1,791,115 1,736,153 -54,962 0.46% -$43.01K
GS MORTGAGE-BACKED SECURITIES TRUST 2025-PJ4 GSMBS 2025-PJ4 A5 1,986,620 1,681,947 -304,673 0.46% -$303.73K
GS Mortgage-Backed Securities Trust 2025-PJ6 6.00 1,723,641 1,489,039 -234,602 0.41% -$246.13K
Provident Funding Mortgage Trust, Series 2025-2, Class A4 3,418,313 1,372,861 -2,045,452 0.38% -$2.06M
FIGRE Trust, Series 2025-HE4, Class A 1,387,017 1,297,024 -89,993 0.36% -$77.78K
NATWEST GROUP 2,000,000 1,000,000 -1,000,000 0.28% -$1.02M
MORGAN STANLEY B 2,000,000 1,000,000 -1,000,000 0.28% -$1.02M
NRG ENERGY INC REGD 144A P/P 5.25000000 1,340,000 1,000,000 -340,000 0.27% -$343.19K
SSCRF 2015-1A A 1,115,900 1,093,512 -22,388 0.27% -$4.23K
PRKCM Trust, Series 2024-HOME1, Class A1 1,060,181 957,893 -102,288 0.27% -$99.57K
GNR 2019-H14 DF 965,637 957,569 -8,067 0.26% -$7.13K
UNTD AIR 16-1 A 1,013,593 967,318 -46,276 0.26% -$32.06K
GOVERNMENT NATIONAL MORTGAGE A GNR 2023 H20 FL 917,816 889,529 -28,287 0.25% -$23.18K
FASST 2025-S1 A3 957,473 929,350 -28,124 0.24% -$21.20K
BRAVO Residential Funding Trust, Series 2021-NQM2, Class A1 1,303,178 871,061 -432,118 0.23% -$411.32K
FNMA Connecticut Avenue Securities Trust, Series 2025-R01, Class 1A1 886,883 849,177 -37,706 0.23% -$34.70K
GS Mortgage-Backed Securities Trust 2025-PJ5 884,987 790,385 -94,601 0.22% -$93.85K
PROVIDENT FUNDING MORTGAGE TRUST 2025-2 PFMT 2025-2 A2 890,934 764,823 -126,111 0.21% -$125.64K
GCAT 2022-NQM2 TRUST GCAT 2022 NQM2 A1 144A 663,121 647,813 -15,308 0.18% -$14.19K
CHNGE Mortgage Trust 2022-NQM1 624,220 612,462 -11,758 0.17% -$11.25K
STACR 2025-DNA1 A1 144A FRN 01-25-45 625,000 535,000 -90,000 0.15% -$88.19K
ENBRIDGE INC 774,000 500,000 -274,000 0.14% -$281.42K
CFMT LLC, Series 2024-HB13, Class A 554,995 513,587 -41,408 0.14% -$39.69K
VINEB 2024-SFR1 A 486,193 481,508 -4,685 0.13% -$1.04K
BRAVO Residential Funding Trust, Series 2022-NQM3, Class A1 446,899 432,857 -14,042 0.12% -$12.97K
STACR 2024-HQA1 A1 433,054 416,733 -16,322 0.11% -$15.42K
SKY Trust 2025-LINE 989,474 413,310 -576,164 0.11% -$579.74K
CVS PASS THROUGH TRUST PASS THRU CE 01/28 5.88 326,067 291,696 -34,371 0.08% -$34.66K
Delta Air Lines Pass-Through Trust, Series 2020-1, Class A 293,838 269,622 -24,216 0.07% -$23.12K
CFMT LLC, Series 2022-HB9, Class A 222,898 199,188 -23,710 0.05% -$22.82K
AMERICAN AIRLINES INC / AADVANTAGE LOYALTY IP LTD 5.5% 04/20/2026 144A 250,000 125,000 -125,000 0.03% -$125.64K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
JANUS HENDERSON AAA CLO ETF MUTUAL FUND 280,000 280,000 0 3.86% -$19.60K
Simplify Treasury Option Incom 410,000 410,000 0 2.64% -$41.00K
PSEG Power LLC 8,000,000 8,000,000 0 2.23% $591
Eagle Funding LuxCo S.a.r.l. 8,000,000 8,000,000 0 2.21% -$640
HF SINCLAIR CORP 6,750,000 6,750,000 0 1.90% $5.63K
ROYAL BK CANADA 5,500,000 5,500,000 0 1.54% $5.45K
VW 5.35 03/27/30 144A 5,500,000 5,500,000 0 1.54% $5.47K
UNUM GROUP UNM 7 1/4 03/15/28 5,007,000 5,007,000 0 1.43% -$29.92K
SIXTH STREET LEN 5,000,000 5,000,000 0 1.41% $5.20K
DTE ENERGY CO 5,000,000 5,000,000 0 1.40% -$131
TEVA PHARMACEUTI TEVA 5 1/8 05/09/29 5,000,000 5,000,000 0 1.37% $15.78K
FRANKLIN BSP REALTY TRUST INC 5,000,000 5,000,000 0 1.37% $9.92K
NRG ENERGY INC REGD 144A P/P 5.75000000 5,000,000 5,000,000 0 1.36% -$37.77K
AVOLON HOLDINGS FUNDING LTD 5.375% 05/30/2030 144A 4,000,000 4,000,000 0 1.12% $2.68K
SA GLOBAL SUKUK LTD 4.125% 09/17/2030 144A 4,000,000 4,000,000 0 1.07% -$6.58K
ARES CAPITAL COR 4,000,000 4,000,000 0 1.07% -$12.07K
ROYAL BK CANADA 3,582,000 3,582,000 0 1.00% $3.02K
TORONTO DOM BANK 3,500,000 3,500,000 0 0.97% $2.10K
BLACKSTONE PRIVA 3,500,000 3,500,000 0 0.96% -$18.72K
OCCIDENTAL PETE 3,000,000 3,000,000 0 0.86% $11.36K
VW 5.65 09/12/28 144A 3,000,000 3,000,000 0 0.84% $3.11K
BLUE OWL CREDIT 3,000,000 3,000,000 0 0.84% -$15.38K
Credit Agricole S.A. 3,000,000 3,000,000 0 0.84% $5.45K
NATWEST GROUP 3,000,000 3,000,000 0 0.84% -$2.85K
CITADL 5.9 02/10/30 144A 3,000,000 3,000,000 0 0.84% $40.38K
ROYAL BK CANADA 3,000,000 3,000,000 0 0.83% $8.50K
Avolon Holdings Funding Ltd. 3,000,000 3,000,000 0 0.83% $5.25K
TURKISH AIRLN 15 1 A PTT PASS THRU CE 144A 09/28 4.2 2,585,186 2,585,186 0 0.69% -$4.96K
ROYAL BK CANADA RY Float 02/04/31 2,500,000 2,500,000 0 0.68% $7.52K
MIZUHO MARKETS MIZUHO Float 05/01/26 2,500,000 2,500,000 0 0.68% -$93
ANZ BANK NZ LTD ANZNZ 5.548 08/11/32 2,390,000 2,390,000 0 0.66% $631
VST 7.233 05/17/28 2,275,000 2,275,000 0 0.65% -$2.73K
FRANCE TELECOM 2,000,000 2,000,000 0 0.65% -$21.06K
WESTPAC BANKING 2,400,000 2,400,000 0 0.59% $21.53K
MORGAN STANLEY 2,000,000 2,000,000 0 0.57% -$3.60K
Avolon Holdings Funding Ltd. 2,000,000 2,000,000 0 0.56% $6.05K
GOLDMAN SACHS GP 2,000,000 2,000,000 0 0.56% -$1.75K
MIZUHO FINANCIAL 2,000,000 2,000,000 0 0.56% -$6.75K
Air Canada Pass-Through Trust, Series 2020-1, Class C 2,000,000 2,000,000 0 0.56% -$18.39K
Volkswagen Group of America Finance, LLC 2,000,000 2,000,000 0 0.56% $5.71K
ATHENE GLOBAL FU 2,000,000 2,000,000 0 0.56% -$7.76K
SIXTH STREET LEN 2,000,000 2,000,000 0 0.55% -$4.44K
AVOLON HOLDINGS FUNDING LTD 4.9% 10/10/2030 144A 2,000,000 2,000,000 0 0.55% $2.42K
COREBRIDGE GLOBAL FUNDING GIC 144A LIFE SR SEC 1ST LIEN 4.45% 10-02-30 2,000,000 2,000,000 0 0.54% $5.55K
STWD Ltd., Series 2021-FL2, Class C 2,000,000 2,000,000 0 0.54% -$4.20K
DAE SUKUK DIFC LTD SR UNSECURED 144A 10/30 4.5 2,000,000 2,000,000 0 0.54% -$15.65K
LIBERTY MUT INS 1,780,000 1,780,000 0 0.49% -$2.84K
KOREA NATL OIL KOROIL Float 03/31/28 1,750,000 1,750,000 0 0.48% -$942
JPMORGAN CHASE 1,382,000 1,382,000 0 0.44% -$12.57K
BAYER US FIN LLC 6.375% 11/21/2030 144A 1,500,000 1,500,000 0 0.44% $6.95K
VOLKSWAGEN GRP VW 6.45 11/16/30 1,500,000 1,500,000 0 0.44% -$1.48K
BAT CAPITAL CORP 1,500,000 1,500,000 0 0.43% $3.73K
TLN 8.625 06/01/30 144A 1,500,000 1,500,000 0 0.43% -$9.41K
VALERO ENERGY 1,500,000 1,500,000 0 0.42% $1.80K
MICROCHIP TECH 1,500,000 1,500,000 0 0.42% $4.67K
Danske Bank A/S 1,500,000 1,500,000 0 0.42% -$1.65K
BLUE OWL CAPITAL 1,500,000 1,500,000 0 0.41% -$3.73K
BLUE OWL CAPITAL 1,500,000 1,500,000 0 0.41% -$19.51K
MORGAN STANLEY B MS Float 01/12/29 1,500,000 1,500,000 0 0.41% $2.52K
JPMORGAN CHASE JPM Float 01/24/29 1,500,000 1,500,000 0 0.41% $2.20K
Finance of America HECM Buyout, Series 2024-HB1, Class M2 1,500,000 1,500,000 0 0.41% $271
ET 5.625 05/01/27 144A 1,499,000 1,499,000 0 0.41% $8
BXMT Ltd., Series 2020-FL2, Class B 1,500,000 1,500,000 0 0.41% -$5.84K
JPMORGAN CHASE JPM Float 04/22/28 1,250,000 1,250,000 0 0.34% $381
Vistra Operations Co. LLC 1,250,000 1,250,000 0 0.34% $177
OCCIDENTAL PETE 1,000,000 1,000,000 0 0.31% $7.48K
SEAGULL ENERGY DVN 7 1/2 09/15/27 1,090,000 1,090,000 0 0.31% -$5.40K
Australia & New Zealand Banking Group Ltd. 1,085,000 1,085,000 0 0.31% $703
BLACKSTONE PRIVA 1,000,000 1,000,000 0 0.29% -$5.71K
JPMORGAN CHASE 1,000,000 1,000,000 0 0.29% -$2.78K
NOVA CHEMS. CORP 8.50% 1,000,000 1,000,000 0 0.28% -$3.85K
OCINCC 7.75 09/16/27 * 1,000,000 1,000,000 0 0.28% -$5.68K
RGA GLOBAL 1,000,000 1,000,000 0 0.28% -$2.74K
JPMORGAN CHASE 1,000,000 1,000,000 0 0.28% -$1.47K
COREBRIDGE GF 1,000,000 1,000,000 0 0.28% $968
NATWEST MARKETS PLC SR UNSECURED 144A 03/30 5.022 1,000,000 1,000,000 0 0.28% -$3.07K
DEUTSCHE BANK NY 1,000,000 1,000,000 0 0.28% $1.47K
HF SINCLAIR CORP 1,000,000 1,000,000 0 0.28% $5.80K
Mitsubishi Ufj Financial Group, Inc. 1,000,000 1,000,000 0 0.28% $4.49K
TORONTO DOM BANK TD 5.4 01/31/30 1,000,000 1,000,000 0 0.27% -$328
NATWEST GROUP PLC SR UNSECURED 05/29 VAR 1,000,000 1,000,000 0 0.27% $3.02K
SUMITOMO MITSUI SUMIBK Float 04/15/30 1,000,000 1,000,000 0 0.27% $2.92K
DEUTSCHE BANK AG DB 5 09/10/29 1,000,000 1,000,000 0 0.27% $1.47K
DEUTSCHE BANK NY 1,000,000 1,000,000 0 0.27% $4.14K
AMERICAN EXPRESS CO FRN SOFR+85 07/20/2029 1,000,000 1,000,000 0 0.27% $2.06K
PPG INDUSTRIES 1,000,000 1,000,000 0 0.27% $654
LLOYDS BK GR PLC 1,000,000 1,000,000 0 0.27% -$1.44K
FINANCE OF AMERICA HECM BUYOUT 2024 HB1 1,000,000 1,000,000 0 0.27% $7.00K
BLUE OWL CREDIT 1,000,000 1,000,000 0 0.27% -$13.50K
CSMC Trust, Series 2020-SPT1, Class M1 1,000,000 1,000,000 0 0.27% $17.79K
JPMORGAN CHASE JPM Float 08/01/28 1,000,000 1,000,000 0 0.27% $516
Saluda Grade Alternative Mortgage Trust 2022-SEQ2 1,000,000 1,000,000 0 0.27% -$6.29K
Onity Loan Investment Trust, Series 2025-HB1, Class M1 1,000,000 1,000,000 0 0.26% $8.28K
BLUE OWL CREDIT OCINCC 7 3/4 01/15/29 750,000 750,000 0 0.22% -$4.32K
XEC 4.375 03/15/29 650,000 650,000 0 0.17% $6.27K
Toronto-Dominion Bank/The 600,000 600,000 0 0.16% $121
ENBRIDGE INC 500,000 500,000 0 0.15% -$1.78K
ENERGY TRANS 500,000 500,000 0 0.14% $277
SIXTH STREET 500,000 500,000 0 0.14% $1.40K
HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 5.1% 06-24-30 500,000 500,000 0 0.14% $889
GOLDMAN 500,000 500,000 0 0.14% -$2.37K
JPMORGAN CHASE 500,000 500,000 0 0.14% $186
TOYOTA MTR CRED TOYOTA 5 1/4 01/22/30 500,000 500,000 0 0.14% -$328
CRH AMERICA FIN 500,000 500,000 0 0.14% $859
JPMORGAN CHASE JPM Float 02/01/27 145,000 145,000 0 0.04% $882

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