Ethos Financial Group’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Ethos Financial Group’s Portfolio BSL Stock Details BSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251K	Hold	18,567	–	–	0.02%	443
2025 Q4	$251K	Buy	18,567 +237	+1%	+$3.26K	0.02%	426
2025 Q3	$258K	Buy	18,330 +7,468	+69%	+$106K	0.02%	392
2025 Q2	$155K	Sell	10,862 -476	-4%	-$6.7K	0.01%	434
2025 Q1	$160K	Buy	+11,338	New	+$162K	0.02%	405

Other funds holding BSL

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ethos Financial Group's BSL Position: Q1 2026 in Review

Ethos Financial Group held its Blackstone Senior Floating Rate 2027 Term Fund (BSL) position steady in Q1 2026 at 18,567 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #443.

Ethos Financial Group first reported a position in BSL in Q1 2025 and has held it in 5 quarters since. The position peaked at $258K in Q3 2025. 48 funds tracked by Wall St. Rank hold BSL as of Q1 2026.

Ethos Financial Group held 18,567 shares of Blackstone Senior Floating Rate 2027 Term Fund worth $251K as of Q1 2026.
Ethos Financial Group left its Blackstone Senior Floating Rate 2027 Term Fund share count unchanged in Q1 2026.
Blackstone Senior Floating Rate 2027 Term Fund made up 0.02% of Ethos Financial Group's portfolio in Q1 2026, its #443 holding.
Ethos Financial Group first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q1 2025 and has held it in 5 quarters since.
Ethos Financial Group's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $258K in Q3 2025.
48 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.