CreativeOne Wealth’s Blackstone Secured Lending BXSL Stock Holding History

CreativeOne Wealth’s Portfolio BXSL Stock Details BXSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,552	Closed	-$212K	–	1068
2024 Q4	$212K	Buy	+6,552	New	+$205K	0.01%	1003
2023 Q4	–	Sell	-8,453	Closed	-$231K	–	625
2023 Q3	$231K	Buy	8,453 +88	+1%	+$2.44K	0.02%	499
2023 Q2	$229K	Buy	8,365 +96	+1%	+$2.47K	0.01%	736
2023 Q1	$206K	Buy	+8,269	New	+$203K	0.01%	748

Other funds holding BXSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

CIM

CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return

CreativeOne Wealth's BXSL Position: Q1 2025 in Review

CreativeOne Wealth sold out of Blackstone Secured Lending (BXSL) in Q1 2025, closing a stake of 6,552 shares — an estimated $212K sold.

CreativeOne Wealth first reported a position in BXSL in Q1 2023 and held it in 4 quarters. The position peaked at $231K in Q3 2023. 372 funds tracked by Wall St. Rank hold BXSL as of Q1 2025.

CreativeOne Wealth reported no remaining Blackstone Secured Lending position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 6,552 Blackstone Secured Lending shares in Q1 2025, an estimated $212K.
CreativeOne Wealth first reported a position in Blackstone Secured Lending in Q1 2023 and held it in 4 quarters.
CreativeOne Wealth's Blackstone Secured Lending position peaked at $231K in Q3 2023.
372 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.