Sowell Financial Services
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Sowell Financial Services’s BlackRock Debt Strategies Fund DSU Stock Holding History

Sowell Financial Services’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 		$174K Hold
19,311
– – 0.01% 1092
2026
Q2 		$187K Hold
19,311
– – 0.01% 1094
2026
Q1 		$185K Hold
19,311
– – 0.01% 1058
2025
Q4 		$197K Hold
19,311
– – 0.01% 1043
2025
Q3 		$205K Sell
19,311
-1,100
-5% -$11.6K 0.01% 999
2025
Q2 		$216K Sell
20,411
-6,600
-24% -$68K 0.01% 926
2025
Q1 		$282K Sell
27,011
-367
-1% -$3.92K 0.01% 792
2024
Q4 		$295K Sell
27,378
-13,533
-33% -$147K 0.02% 470
2024
Q3 		$451K Hold
40,911
– – 0.02% 456
2024
Q2 		$443K Hold
40,911
– – 0.02% 447
2024
Q1 		$452K Hold
40,911
– – 0.02% 464
2023
Q4 		$441K Buy
40,911
+1,400
+4% +$14.4K 0.02% 446
2023
Q3 		$406K Hold
39,511
– – 0.03% 430
2023
Q2 		$387K Hold
39,511
– – 0.02% 488
2023
Q1 		$376K Sell
39,511
-99,975
-72% -$964K 0.03% 504
2022
Q4 		$1.28M Sell
139,486
-1,700
-1% -$15.8K 0.08% 271
2022
Q3 		$1.26M Sell
141,186
-36
-0% -$342 0.13% 208
2022
Q2 		$1.29M Buy
141,222
+9,416
+7% +$91.5K 0.12% 147
2022
Q1 		$1.37M Sell
131,806
-9,434
-7% -$102K 0.24% 71
2021
Q4 		$1.66M Sell
141,240
-1,568
-1% -$18.3K 0.1% 238
2021
Q3 		$1.65M Sell
142,808
-519
-0.4% -$5.9K 0.11% 207
2021
Q2 		$1.64M Buy
143,327
+1,000
+0.7% +$11.2K 0.11% 215
2021
Q1 		$1.58M Buy
142,327
+142,219
+131,684% +$1.52M 0.06% 295
2020
Q4 		$1K Sell
108
-11
-9% -$111 ﹤0.01% 2561
2020
Q3 		$1K Sell
119
-35
-23% -$345 ﹤0.01% 2345
2020
Q2 		$1K Sell
154
-17
-10% -$158 ﹤0.01% 2272
2020
Q1 		$1K Buy
171
+18
+12% +$187 ﹤0.01% 2219
2019
Q4 		$2K Sell
153
-3
-2% -$33 ﹤0.01% 2176
2019
Q3 		$2K Buy
+156
New +$1.68K ﹤0.01% 2059

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
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sowell Financial Services's DSU Position: Q3 2026 in Review

Sowell Financial Services held its BlackRock Debt Strategies Fund (DSU) position steady in Q3 2026 at 19,311 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #1092.

Sowell Financial Services first reported a position in DSU in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.66M in Q4 2021. 23 funds tracked by Wall St. Rank hold DSU as of Q3 2026.

  • Sowell Financial Services held 19,311 shares of BlackRock Debt Strategies Fund worth $174K as of Q3 2026.
  • Sowell Financial Services left its BlackRock Debt Strategies Fund share count unchanged in Q3 2026.
  • BlackRock Debt Strategies Fund made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1092 holding.
  • Sowell Financial Services first reported a position in BlackRock Debt Strategies Fund in Q3 2019 and has held it in 29 quarters since.
  • Sowell Financial Services's BlackRock Debt Strategies Fund position peaked at $1.66M in Q4 2021.
  • 23 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.