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 Q2	$816K	Sell	84,153 -440	-0.5%	-$4.31K	0.05%	263
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ethos Financial Group's DSU Position: Q2 2026 in Review

Ethos Financial Group reduced its BlackRock Debt Strategies Fund (DSU) stake by 0.52% in Q2 2026, selling an estimated $4.31K and leaving 84,153 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #263.

Ethos Financial Group first reported a position in DSU in Q1 2025 and has held it in 6 quarters since. The position peaked at $933K in Q1 2025. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Ethos Financial Group held 84,153 shares of BlackRock Debt Strategies Fund worth $816K as of Q2 2026.
Ethos Financial Group sold 440 BlackRock Debt Strategies Fund shares in Q2 2026, an estimated $4.31K.
BlackRock Debt Strategies Fund made up 0.05% of Ethos Financial Group's portfolio in Q2 2026, its #263 holding.
Ethos Financial Group first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's BlackRock Debt Strategies Fund position peaked at $933K in Q1 2025.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.