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Ethos Financial Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

Ethos Financial Group’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
Q1 		$861K Hold
84,593
– – 0.06% 226
2025
Q4 		$861K Sell
84,593
-2,047
-2% -$21.1K 0.06% 215
2025
Q3 		$920K Sell
86,640
-237
-0.3% -$2.5K 0.07% 189
2025
Q2 		$917K Sell
86,877
-2,527
-3% -$26K 0.08% 180
2025
Q1 		$933K Buy
+89,404
New +$954K 0.09% 161

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Ethos Financial Group held its BlackRock Debt Strategies Fund (DSU) position steady in Q1 2026 at 84,593 shares worth $861K. The position accounts for 0.06% of the portfolio, ranked #226.

Ethos Financial Group first reported a position in DSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $933K in Q1 2025. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

  • Ethos Financial Group held 84,593 shares of BlackRock Debt Strategies Fund worth $861K as of Q1 2026.
  • Ethos Financial Group left its BlackRock Debt Strategies Fund share count unchanged in Q1 2026.
  • BlackRock Debt Strategies Fund made up 0.06% of Ethos Financial Group's portfolio in Q1 2026, its #226 holding.
  • Ethos Financial Group first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and has held it in 5 quarters since.
  • Ethos Financial Group's BlackRock Debt Strategies Fund position peaked at $933K in Q1 2025.
  • 90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

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