Elevated Capital Advisors
DSU icon

Elevated Capital Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Elevated Capital Advisors’s Portfolio DSU Stock Details DSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.31M Buy
479,123
+16,489
+4% +$155K 1.44% 21
2026
Q2 		$4.49M Buy
462,634
+7,140
+2% +$70K 1.23% 20
2026
Q1 		$4.37M Buy
455,494
+48,214
+12% +$481K 1.1% 22
2025
Q4 		$4.15M Buy
407,280
+5,317
+1% +$54.7K 0.97% 23
2025
Q3 		$4.27M Sell
401,963
-11,608
-3% -$123K 1.06% 20
2025
Q2 		$4.32M Hold
413,571
– – 1.21% 18
2025
Q1 		$4.32M Sell
413,571
-30,456
-7% -$325K 1.21% 18
2024
Q4 		$4.78M Buy
444,027
+3,439
+0.8% +$37.4K 1.3% 14
2024
Q3 		$4.86M Sell
440,588
-3,230
-0.7% -$35.2K 1.29% 16
2024
Q2 		$4.81M Buy
443,818
+1,796
+0.4% +$19.5K 1.35% 18
2024
Q1 		$4.89M Buy
442,022
+16,555
+4% +$182K 1.4% 18
2023
Q4 		$4.59M Sell
425,467
-6,213
-1% -$63.9K 1.44% 14
2023
Q3 		$4.43M Sell
431,680
-5,451
-1% -$54.9K 1.51% 15
2023
Q2 		$4.28M Sell
437,131
-110,308
-20% -$1.05M 1.42% 15
2023
Q1 		$5.21M Buy
547,439
+2,873
+0.5% +$27.7K 1.87% 9
2022
Q4 		$5.01M Buy
544,566
+7,929
+1% +$73.8K 1.91% 10
2022
Q3 		$4.79M Buy
+536,637
New +$5.1M 1.88% 9
2022
Q1 		$4.34M Buy
+416,066
New +$4.51M 1.44% 15
2021
Q3 		$4.5M Buy
+390,085
New +$4.44M 1.56% 12
2021
Q1 		$2.39M Sell
217,535
-20,829
-9% -$223K 0.93% 29
2020
Q4 		$2.49M Sell
238,364
-10,738
-4% -$108K 1.08% 24
2020
Q3 		$2.48M Sell
249,102
-6,160
-2% -$60.8K 1.16% 20
2020
Q2 		$2.6M Buy
+255,262
New +$2.37M 1.22% 19

Other funds holding DSU

GraniteShares Advisors
GraniteShares Advisors New York $152M AUM 1.51% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevated Capital Advisors's DSU Position: Q3 2026 in Review

Elevated Capital Advisors increased its BlackRock Debt Strategies Fund (DSU) stake by 3.6% in Q3 2026, buying an estimated $155K and bringing the position to 479,123 shares worth $4.31M. The position accounts for 1.44% of the portfolio, ranked #21.

Elevated Capital Advisors first reported a position in DSU in Q2 2020 and has held it in 23 quarters since. The position peaked at $5.21M in Q1 2023. 51 funds tracked by Wall St. Rank hold DSU as of Q3 2026.

  • Elevated Capital Advisors held 479,123 shares of BlackRock Debt Strategies Fund worth $4.31M as of Q3 2026.
  • Elevated Capital Advisors bought 16,489 BlackRock Debt Strategies Fund shares in Q3 2026, an estimated $155K.
  • BlackRock Debt Strategies Fund made up 1.44% of Elevated Capital Advisors's portfolio in Q3 2026, its #21 holding.
  • Elevated Capital Advisors first reported a position in BlackRock Debt Strategies Fund in Q2 2020 and has held it in 23 quarters since.
  • Elevated Capital Advisors's BlackRock Debt Strategies Fund position peaked at $5.21M in Q1 2023.
  • 51 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.