Avior Wealth Management’s Carlyle Secured Lending CGBD Stock Holding History

Avior Wealth Management’s Portfolio CGBD Stock Details CGBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-43,047	Closed	-$471K	–	811
2026 Q1	$471K	Buy	43,047 +25,511	+145%	+$301K	0.01%	548
2025 Q4	$219K	Buy	17,536 +7,243	+70%	+$90.2K	0.01%	703
2025 Q3	$129K	Buy	+10,293	New	+$141K	﹤0.01%	705
2023 Q2	–	Sell	-6,000	Closed	-$81.7K	–	1581
2023 Q1	$81.7K	Buy	+6,000	New	+$88.3K	0.01%	667

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Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return