Strategic Wealth Partners’s BlackRock Debt Strategies Fund DSU Stock Holding History

Strategic Wealth Partners’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 Q1	$3.16M	Buy	329,048 +50,000	+18%	+$499K	0.22%	87
2025 Q4	$2.84M	Buy	279,048 +3,887	+1%	+$40K	0.19%	89
2025 Q3	$2.92M	Buy	275,161 +64,300	+30%	+$679K	0.22%	87
2025 Q2	$2.23M	Buy	+210,861	New	+$2.17M	0.18%	98
2024 Q4	$1.74M	Buy	161,011 +1,400	+0.9%	+$15.2K	0.14%	110
2024 Q3	$1.76M	Buy	159,611 +7,200	+5%	+$78.5K	0.17%	105
2024 Q2	$1.65M	Hold	152,411	–	–	0.17%	98
2024 Q1	$1.69M	Buy	152,411 +6,526	+4%	+$71.8K	0.18%	97
2023 Q4	$1.57M	Hold	145,885	–	–	0.19%	97
2023 Q3	$1.5M	Buy	145,885 +33,083	+29%	+$333K	0.2%	125
2023 Q2	$1.1M	Buy	+112,802	New	+$1.08M	0.14%	149
2019 Q1	–	Sell	-1,196	Closed	-$12K	–	777
2018 Q4	$12K	Hold	1,196	–	–	0.01%	421
2018 Q3	$13K	Hold	1,196	–	–	0.01%	418
2018 Q2	$13K	Hold	1,196	–	–	0.01%	487
2018 Q1	$14K	Hold	1,196	–	–	0.01%	446
2017 Q4	$14K	Buy	+1,196	New	+$14K	0.01%	424

Other funds holding DSU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OHA

Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Strategic Wealth Partners's DSU Position: Q1 2026 in Review

Strategic Wealth Partners increased its BlackRock Debt Strategies Fund (DSU) stake by 18% in Q1 2026, buying an estimated $499K and bringing the position to 329,048 shares worth $3.16M. The position accounts for 0.22% of the portfolio, ranked #87.

Strategic Wealth Partners first reported a position in DSU in Q4 2017 and has held it in 16 quarters since. 90 funds tracked by Wall St. Rank hold DSU as of Q1 2026.

Strategic Wealth Partners held 329,048 shares of BlackRock Debt Strategies Fund worth $3.16M as of Q1 2026.
Strategic Wealth Partners bought 50,000 BlackRock Debt Strategies Fund shares in Q1 2026, an estimated $499K.
BlackRock Debt Strategies Fund made up 0.22% of Strategic Wealth Partners's portfolio in Q1 2026, its #87 holding.
Strategic Wealth Partners first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and has held it in 16 quarters since.
90 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.