BWL
FSSL

Bogart Wealth LLC’s FS Specialty Lending Fund FSSL Stock Holding History

Bogart Wealth LLC’s Portfolio FSSL Stock Details FSSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.45K Buy
+399
New +$4.71K ﹤0.01% 1235

Other funds holding FSSL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
CFG
Certior Financial Group King Of Prussia, Pennsylvania $183M AUM 14.84% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Bogart Wealth LLC's FSSL Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in FS Specialty Lending Fund (FSSL) in Q2 2026: 399 shares worth $4.45K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings.

63 funds tracked by Wall St. Rank hold FSSL as of Q2 2026.

  • Bogart Wealth LLC held 399 shares of FS Specialty Lending Fund worth $4.45K as of Q2 2026.
  • FS Specialty Lending Fund was a new Bogart Wealth LLC position in Q2 2026.
  • FS Specialty Lending Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1235 holding.
  • 63 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.