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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

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SRS
Strong Retirement Solutions Silverdale, Washington $167M AUM
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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. 22 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.
  • 22 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.