Avidian Wealth Enterprises
BSL icon

Avidian Wealth Enterprises’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Avidian Wealth Enterprises’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
2026
Q3 		$234K Buy
18,067
+58
+0.3% +$755 0.01% 679
2026
Q2 		$233K Sell
18,009
-2,751
-13% -$35.8K 0.01% 661
2026
Q1 		$269K Sell
20,760
-1,553
-7% -$20.5K 0.01% 560
2025
Q4 		$301K Buy
22,313
+433
+2% +$5.96K 0.01% 476
2025
Q3 		$308K Buy
21,880
+429
+2% +$6.09K 0.01% 465
2025
Q2 		$307K Buy
21,451
+436
+2% +$6.14K 0.01% 438
2025
Q1 		$297K Buy
21,015
+468
+2% +$6.68K 0.01% 421
2024
Q4 		$295K Buy
20,547
+459
+2% +$6.59K 0.01% 398
2024
Q3 		$284K Buy
20,088
+475
+2% +$6.74K 0.01% 406
2024
Q2 		$275K Buy
19,613
+8,034
+69% +$114K 0.01% 410
2024
Q1 		$166K Buy
+11,579
New +$160K 0.01% 430

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TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Tranquility Partners
Tranquility Partners Brentwood, Tennessee $288M AUM 15.4% 1-Year Est. Return
Shufro Rose & Co
Shufro Rose & Co New York $1.56B AUM 25.88% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
UFA
Uptown Financial Advisors Dallas, Texas $140M AUM 12.95% 1-Year Est. Return

Avidian Wealth Enterprises's BSL Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Blackstone Senior Floating Rate 2027 Term Fund (BSL) stake by 0.32% in Q3 2026, buying an estimated $755 and bringing the position to 18,067 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #679.

Avidian Wealth Enterprises first reported a position in BSL in Q1 2024 and has held it in 11 quarters since. The position peaked at $308K in Q3 2025. 17 funds tracked by Wall St. Rank hold BSL as of Q3 2026.

  • Avidian Wealth Enterprises held 18,067 shares of Blackstone Senior Floating Rate 2027 Term Fund worth $234K as of Q3 2026.
  • Avidian Wealth Enterprises bought 58 Blackstone Senior Floating Rate 2027 Term Fund shares in Q3 2026, an estimated $755.
  • Blackstone Senior Floating Rate 2027 Term Fund made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #679 holding.
  • Avidian Wealth Enterprises first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2024 and has held it in 11 quarters since.
  • Avidian Wealth Enterprises's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $308K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.