EWP
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Elevation Wealth Partners’s FS Specialty Lending Fund FSSL Stock Holding History

Elevation Wealth Partners’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
Q3 		– Sell
-657
Closed -$7.33K – 1423
2026
Q2 		$7.33K Sell
657
-199
-23% -$2.35K ﹤0.01% 916
2026
Q1 		$10.7K Sell
856
-1,356
-61% -$17.7K ﹤0.01% 500
2025
Q4 		$31.3K Buy
+2,212
New +$30.2K 0.01% 302

Other funds holding FSSL

NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Elevation Wealth Partners's FSSL Position: Q3 2026 in Review

Elevation Wealth Partners sold out of FS Specialty Lending Fund (FSSL) in Q3 2026, closing a stake of 657 shares — an estimated $7.33K sold.

Elevation Wealth Partners first reported a position in FSSL in Q4 2025 and held it in 3 quarters. The position peaked at $31.3K in Q4 2025. 8 funds tracked by Wall St. Rank hold FSSL as of Q3 2026.

  • Elevation Wealth Partners reported no remaining FS Specialty Lending Fund position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 657 FS Specialty Lending Fund shares in Q3 2026, an estimated $7.33K.
  • Elevation Wealth Partners first reported a position in FS Specialty Lending Fund in Q4 2025 and held it in 3 quarters.
  • Elevation Wealth Partners's FS Specialty Lending Fund position peaked at $31.3K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held FS Specialty Lending Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.