Avantax Advisory Services’s Blackstone Secured Lending BXSL Stock Holding History

Avantax Advisory Services’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Sell	18,255 -4,104	-18%	-$125K	﹤0.01%	1517
2025 Q1	$724K	Sell	22,359 -2,103	-9%	-$69.3K	﹤0.01%	1276
2024 Q4	$790K	Sell	24,462 -204	-0.8%	-$6.38K	0.01%	1162
2024 Q3	$722K	Buy	24,666 +1,361	+6%	+$41.1K	﹤0.01%	1190
2024 Q2	$714K	Buy	23,305 +1,508	+7%	+$47.2K	0.01%	1156
2024 Q1	$679K	Buy	21,797 +5,122	+31%	+$150K	0.01%	910
2023 Q4	$461K	Buy	16,675 +3,181	+24%	+$87.8K	﹤0.01%	1036
2023 Q3	$369K	Sell	13,494 -624	-4%	-$17.3K	﹤0.01%	1080
2023 Q2	$386K	Buy	14,118 +1,911	+16%	+$49.2K	﹤0.01%	1056
2023 Q1	$304K	Hold	12,207	–	–	﹤0.01%	1144
2022 Q4	$273K	Hold	12,207	–	–	﹤0.01%	1154
2022 Q3	$278K	Buy	+12,207	New	+$291K	﹤0.01%	1044

Other funds holding BXSL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's BXSL Position: Q2 2025 in Review

Avantax Advisory Services reduced its Blackstone Secured Lending (BXSL) stake by 18% in Q2 2025, selling an estimated $125K and leaving 18,255 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Avantax Advisory Services first reported a position in BXSL in Q3 2022 and has held it in 12 quarters since. The position peaked at $790K in Q4 2024. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

Avantax Advisory Services held 18,255 shares of Blackstone Secured Lending worth $561K as of Q2 2025.
Avantax Advisory Services sold 4,104 Blackstone Secured Lending shares in Q2 2025, an estimated $125K.
Blackstone Secured Lending made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1517 holding.
Avantax Advisory Services first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Blackstone Secured Lending position peaked at $790K in Q4 2024.
388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.