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High Point Wealth Management’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

High Point Wealth Management’s Portfolio FRA Stock Details FRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-201
Closed -$2.21K – 255
2026
Q1 		$2.21K Buy
+201
New +$2.3K ﹤0.01% 242

Other funds holding FRA

MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCM
TT Capital Management Coto De Caza, California $128M AUM 0.83% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
PWMAI
PENSION & WEALTH MANAGEMENT ADVISORS, INC. Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

High Point Wealth Management's FRA Position: Q2 2026 in Review

High Point Wealth Management sold out of BlackRock Floating Rate Income Strategies Fund (FRA) in Q2 2026, closing a stake of 201 shares — an estimated $2.21K sold.

High Point Wealth Management first reported a position in FRA in Q1 2026 and held it in 1 quarter. The position peaked at $2.21K in Q1 2026. 43 funds tracked by Wall St. Rank hold FRA as of Q2 2026.

  • High Point Wealth Management reported no remaining BlackRock Floating Rate Income Strategies Fund position as of Q2 2026 after selling out during the quarter.
  • High Point Wealth Management sold 201 BlackRock Floating Rate Income Strategies Fund shares in Q2 2026, an estimated $2.21K.
  • High Point Wealth Management first reported a position in BlackRock Floating Rate Income Strategies Fund in Q1 2026 and held it in 1 quarter.
  • High Point Wealth Management's BlackRock Floating Rate Income Strategies Fund position peaked at $2.21K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Strategies Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.