Kingswood Wealth Advisors
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Kingswood Wealth Advisors’s BlackRock Debt Strategies Fund DSU Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-15,300
Closed -$165K – 747
2024
Q4 		$165K Buy
+15,300
New +$166K 0.01% 749

Other funds holding DSU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kingswood Wealth Advisors's DSU Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of BlackRock Debt Strategies Fund (DSU) in Q1 2025, closing a stake of 15,300 shares — an estimated $165K sold.

Kingswood Wealth Advisors first reported a position in DSU in Q4 2024 and held it in 1 quarter. The position peaked at $165K in Q4 2024. 86 funds tracked by Wall St. Rank hold DSU as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining BlackRock Debt Strategies Fund position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 15,300 BlackRock Debt Strategies Fund shares in Q1 2025, an estimated $165K.
  • Kingswood Wealth Advisors first reported a position in BlackRock Debt Strategies Fund in Q4 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's BlackRock Debt Strategies Fund position peaked at $165K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.