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 Q2	$3.19M	Hold	329,048	–	–	0.2%	83
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 $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OHA

Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

GSWM

Greenup Street Wealth Management Ann Arbor, Michigan $822M AUM 25.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Strategic Wealth Partners's DSU Position: Q2 2026 in Review

Strategic Wealth Partners held its BlackRock Debt Strategies Fund (DSU) position steady in Q2 2026 at 329,048 shares worth $3.19M. The position accounts for 0.2% of the portfolio, ranked #83.

Strategic Wealth Partners first reported a position in DSU in Q4 2017 and has held it in 17 quarters since. 102 funds tracked by Wall St. Rank hold DSU as of Q2 2026.

Strategic Wealth Partners held 329,048 shares of BlackRock Debt Strategies Fund worth $3.19M as of Q2 2026.
Strategic Wealth Partners left its BlackRock Debt Strategies Fund share count unchanged in Q2 2026.
BlackRock Debt Strategies Fund made up 0.2% of Strategic Wealth Partners's portfolio in Q2 2026, its #83 holding.
Strategic Wealth Partners first reported a position in BlackRock Debt Strategies Fund in Q4 2017 and has held it in 17 quarters since.
102 funds tracked by Wall St. Rank held BlackRock Debt Strategies Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.