J.W. Cole Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

J.W. Cole Advisors’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	$206K	Buy	+21,222	New	+$208K	﹤0.01%	1491
2026 Q1	–	Sell	-20,509	Closed	-$165K	–	925
2025 Q4	$165K	Buy	20,509 +3,611	+21%	+$37.1K	﹤0.01%	1328
2025 Q3	$179K	Buy	16,898 +426	+3%	+$4.5K	﹤0.01%	1452
2025 Q2	$174K	Buy	16,472 +1,430	+10%	+$14.7K	﹤0.01%	1375
2025 Q1	$157K	Buy	+15,042	New	+$161K	﹤0.01%	1182

Other funds holding DSU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

J.W. Cole Advisors's DSU Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in BlackRock Debt Strategies Fund (DSU) in Q2 2026: 21,222 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in DSU as recently as Q4 2025.

J.W. Cole Advisors first reported a position in DSU in Q1 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

J.W. Cole Advisors held 21,222 shares of BlackRock Debt Strategies Fund worth $206K as of Q2 2026.
BlackRock Debt Strategies Fund was a new J.W. Cole Advisors position in Q2 2026.
BlackRock Debt Strategies Fund made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1491 holding.
J.W. Cole Advisors first reported a position in BlackRock Debt Strategies Fund in Q1 2025 and has held it in 5 quarters since.
101 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.