KFA Private Wealth Group
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KFA Private Wealth Group’s BlackRock Debt Strategies Fund DSU Stock Holding History

KFA Private Wealth 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
Q3 		$150K Buy
16,691
+391
+2% +$3.68K 0.04% 155
2026
Q2 		$158K Buy
16,300
+358
+2% +$3.51K 0.04% 149
2026
Q1 		$153K Buy
15,942
+347
+2% +$3.46K 0.04% 158
2025
Q4 		$159K Buy
15,595
+322
+2% +$3.31K 0.04% 151
2025
Q3 		$162K Sell
15,273
-2,474
-14% -$26.1K 0.05% 137
2025
Q2 		$187K Sell
17,747
-3,452
-16% -$35.5K 0.06% 132
2025
Q1 		$221K Buy
21,199
+389
+2% +$4.15K 0.08% 107
2024
Q4 		$224K Sell
20,810
-2,093
-9% -$22.8K 0.09% 86
2024
Q3 		$253K Buy
22,903
+370
+2% +$4.04K 0.12% 72
2024
Q2 		$244K Sell
22,533
-8,123
-26% -$88.1K 0.13% 68
2024
Q1 		$339K Sell
30,656
-456
-1% -$5.02K 0.11% 79
2023
Q4 		$336K Sell
31,112
-60,168
-66% -$619K 0.12% 66
2023
Q3 		$937K Sell
91,280
-17,684
-16% -$178K 0.39% 32
2023
Q2 		$1.07M Sell
108,964
-139,336
-56% -$1.33M 0.44% 28
2023
Q1 		$2.36M Buy
248,300
+61,489
+33% +$593K 1.08% 16
2022
Q4 		$1.72M Sell
186,811
-89,858
-32% -$836K 0.88% 18
2022
Q3 		$2.47M Sell
276,669
-2,811
-1% -$26.7K 1.31% 16
2022
Q2 		$2.55M Sell
279,480
-7,402
-3% -$71.9K 1.41% 17
2022
Q1 		$2.99M Buy
286,882
+4,323
+2% +$46.9K 1.5% 15
2021
Q4 		$3.31M Buy
282,559
+24,122
+9% +$282K 1.64% 14
2021
Q3 		$2.98M Buy
258,437
+30,288
+13% +$345K 1.63% 15
2021
Q2 		$2.61M Buy
228,149
+29,918
+15% +$334K 1.43% 16
2021
Q1 		$2.18M Buy
198,231
+11,312
+6% +$121K 1.27% 17
2020
Q4 		$1.95M Buy
186,919
+17,806
+11% +$179K 1.24% 18
2020
Q3 		$1.68M Buy
169,113
+64,819
+62% +$639K 1.26% 16
2020
Q2 		$973K Sell
104,294
-40,286
-28% -$374K 0.94% 20
2020
Q1 		$1.22M Buy
144,580
+34,142
+31% +$355K 1.45% 13
2019
Q4 		$1.24M Buy
+110,438
New +$1.2M 1.14% 14

Other funds holding DSU

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Nepsis Inc
Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

KFA Private Wealth Group's DSU Position: Q3 2026 in Review

KFA Private Wealth Group increased its BlackRock Debt Strategies Fund (DSU) stake by 2.4% in Q3 2026, buying an estimated $3.68K and bringing the position to 16,691 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #155.

KFA Private Wealth Group first reported a position in DSU in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.31M in Q4 2021. 23 funds tracked by Wall St. Rank hold DSU as of Q3 2026.

  • KFA Private Wealth Group held 16,691 shares of BlackRock Debt Strategies Fund worth $150K as of Q3 2026.
  • KFA Private Wealth Group bought 391 BlackRock Debt Strategies Fund shares in Q3 2026, an estimated $3.68K.
  • BlackRock Debt Strategies Fund made up 0.04% of KFA Private Wealth Group's portfolio in Q3 2026, its #155 holding.
  • KFA Private Wealth Group first reported a position in BlackRock Debt Strategies Fund in Q4 2019 and has held it in 28 quarters since.
  • KFA Private Wealth Group's BlackRock Debt Strategies Fund position peaked at $3.31M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.