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Ausdal Financial Partners’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Ausdal Financial Partners’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,000
Closed -$150K – 937
2025
Q2 		$150K Buy
+12,000
New +$146K 0.01% 673

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DF
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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ausdal Financial Partners's BGT Position: Q3 2025 in Review

Ausdal Financial Partners sold out of BlackRock Floating Rate Income Trust (BGT) in Q3 2025, closing a stake of 12,000 shares — an estimated $150K sold.

Ausdal Financial Partners first reported a position in BGT in Q2 2025 and held it in 1 quarter. The position peaked at $150K in Q2 2025. 65 funds tracked by Wall St. Rank hold BGT as of Q3 2025.

  • Ausdal Financial Partners reported no remaining BlackRock Floating Rate Income Trust position as of Q3 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 12,000 BlackRock Floating Rate Income Trust shares in Q3 2025, an estimated $150K.
  • Ausdal Financial Partners first reported a position in BlackRock Floating Rate Income Trust in Q2 2025 and held it in 1 quarter.
  • Ausdal Financial Partners's BlackRock Floating Rate Income Trust position peaked at $150K in Q2 2025.
  • 65 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q3 2025.

Based on Ausdal Financial Partners's 13F filing for Q3 2025, filed 14 Nov 2025.