Creative Planning’s Blackstone Secured Lending BXSL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.2M	Sell	1,360,717 -59,395	-4%	-$1.48M	0.02%	296
2025 Q4	$37.4M	Sell	1,420,112 -10,833	-0.8%	-$291K	0.03%	250
2025 Q3	$37.3M	Sell	1,430,945 -78,777	-5%	-$2.37M	0.03%	240
2025 Q2	$46.4M	Sell	1,509,722 -115,876	-7%	-$3.53M	0.04%	185
2025 Q1	$52.6M	Sell	1,625,598 -11,098	-0.7%	-$366K	0.05%	149
2024 Q4	$52.9M	Sell	1,636,696 -68,128	-4%	-$2.13M	0.05%	139
2024 Q3	$49.9M	Sell	1,704,824 -14,286	-0.8%	-$431K	0.05%	142
2024 Q2	$52.6M	Sell	1,719,110 -305,032	-15%	-$9.55M	0.06%	130
2024 Q1	$63.1M	Sell	2,024,142 -104,094	-5%	-$3.05M	0.07%	111
2023 Q4	$58.8M	Sell	2,128,236 -101,778	-5%	-$2.81M	0.11%	110
2023 Q3	$61M	Sell	2,230,014 -144,459	-6%	-$4M	0.08%	106
2023 Q2	$65M	Buy	2,374,473 +93,841	+4%	+$2.42M	0.09%	102
2023 Q1	$56.9M	Sell	2,280,632 -757,355	-25%	-$18.6M	0.08%	102
2022 Q4	$67.9M	Sell	3,037,987 -12,907	-0.4%	-$302K	0.1%	98
2022 Q3	$69.4M	Buy	3,050,894 +1,598,712	+110%	+$38.1M	0.12%	79
2022 Q2	$34.3M	Buy	1,452,182 +754,963	+108%	+$19.6M	0.06%	135
2022 Q1	$19.4M	Buy	+697,219	New	+$20.4M	0.03%	208