AWS
BSL

Atria Wealth Solutions’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Atria Wealth Solutions’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$238K Sell
16,647
-17,490
-51% -$246K 0.01% 1280
2025
Q1 		$482K Sell
34,137
-4,584
-12% -$65.5K 0.01% 1216
2024
Q4 		$556K Sell
38,721
-2,099
-5% -$30.1K 0.01% 1220
2024
Q3 		$576K Buy
40,820
+1,071
+3% +$15.2K 0.01% 1173
2024
Q2 		$557K Buy
39,749
+25
+0.1% +$353 0.01% 1192
2024
Q1 		$569K Buy
39,724
+180
+0.5% +$2.49K 0.01% 1204
2023
Q4 		$528K Sell
39,544
-382
-1% -$4.98K 0.01% 1180
2023
Q3 		$529K Buy
39,926
+10,434
+35% +$137K 0.01% 1104
2023
Q2 		$378K Sell
29,492
-2,297
-7% -$28.8K 0.01% 1304
2023
Q1 		$403K Buy
31,789
+8
+0% +$103 0.01% 1262
2022
Q4 		$395K Sell
31,781
-2,994
-9% -$37.7K 0.01% 1204
2022
Q3 		$437K Buy
+34,775
New +$464K 0.01% 1099
2022
Q2 		– Sell
-34,775
Closed -$531K – 1658
2022
Q1 		$531K Buy
+34,775
New +$544K 0.01% 1038

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Atria Wealth Solutions's BSL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Blackstone Senior Floating Rate 2027 Term Fund (BSL) stake by 51% in Q2 2025, selling an estimated $246K and leaving 16,647 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1280.

Atria Wealth Solutions first reported a position in BSL in Q1 2022 and has held it in 13 quarters since. The position peaked at $576K in Q3 2024. 40 funds tracked by Wall St. Rank hold BSL as of Q2 2025.

  • Atria Wealth Solutions held 16,647 shares of Blackstone Senior Floating Rate 2027 Term Fund worth $238K as of Q2 2025.
  • Atria Wealth Solutions sold 17,490 Blackstone Senior Floating Rate 2027 Term Fund shares in Q2 2025, an estimated $246K.
  • Blackstone Senior Floating Rate 2027 Term Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1280 holding.
  • Atria Wealth Solutions first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $576K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.