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Avantax Advisory Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

Avantax Advisory Services’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
Q2 		$268K Sell
25,411
-9,477
-27% -$97.6K ﹤0.01% 2001
2025
Q1 		$364K Buy
34,888
+880
+3% +$9.39K ﹤0.01% 1702
2024
Q4 		$366K Buy
34,008
+1,513
+5% +$16.5K ﹤0.01% 1649
2024
Q3 		$358K Buy
32,495
+1,299
+4% +$14.2K ﹤0.01% 1630
2024
Q2 		$338K Buy
31,196
+1,337
+4% +$14.5K ﹤0.01% 1613
2024
Q1 		$330K Buy
29,859
+5,497
+23% +$60.5K ﹤0.01% 1247
2023
Q4 		$263K Buy
+24,362
New +$251K ﹤0.01% 1312

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Avantax Advisory Services reduced its BlackRock Debt Strategies Fund (DSU) stake by 27% in Q2 2025, selling an estimated $97.6K and leaving 25,411 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Avantax Advisory Services first reported a position in DSU in Q4 2023 and has held it in 7 quarters since. The position peaked at $366K in Q4 2024. 90 funds tracked by Wall St. Rank hold DSU as of Q2 2025.

  • Avantax Advisory Services held 25,411 shares of BlackRock Debt Strategies Fund worth $268K as of Q2 2025.
  • Avantax Advisory Services sold 9,477 BlackRock Debt Strategies Fund shares in Q2 2025, an estimated $97.6K.
  • BlackRock Debt Strategies Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2001 holding.
  • Avantax Advisory Services first reported a position in BlackRock Debt Strategies Fund in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's BlackRock Debt Strategies Fund position peaked at $366K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2025.

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