Atomi Financial Group
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Atomi Financial Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Atomi Financial Group’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-41,585
Closed -$447K – 1060
2024
Q4 		$447K Buy
41,585
+3,549
+9% +$38.6K 0.02% 522
2024
Q3 		$420K Buy
38,036
+4,521
+13% +$49.3K 0.03% 527
2024
Q2 		$363K Buy
33,515
+5,729
+21% +$62.1K 0.03% 519
2024
Q1 		$307K Buy
27,786
+2,833
+11% +$31.2K 0.03% 532
2023
Q4 		$269K Buy
+24,953
New +$257K 0.04% 450

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atomi Financial Group's DSU Position: Q1 2025 in Review

Atomi Financial Group sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2025, closing a stake of 41,585 shares — an estimated $447K sold.

Atomi Financial Group first reported a position in DSU in Q4 2023 and held it in 5 quarters. The position peaked at $447K in Q4 2024. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2025.

  • Atomi Financial Group reported no remaining BlackRock Debt Strategies Fund position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 41,585 BlackRock Debt Strategies Fund shares in Q1 2025, an estimated $447K.
  • Atomi Financial Group first reported a position in BlackRock Debt Strategies Fund in Q4 2023 and held it in 5 quarters.
  • Atomi Financial Group's BlackRock Debt Strategies Fund position peaked at $447K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.