SWP
BSL

Stratos Wealth Partners’s Blackstone Senior Floating Rate 2027 Term Fund BSL Stock Holding History

Stratos Wealth Partners’s Portfolio BSL Stock Details BSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,419
Closed -$164K – 1383
2024
Q4 		$164K Sell
11,419
-252
-2% -$3.62K ﹤0.01% 1374
2024
Q3 		$165K Buy
11,671
+695
+6% +$9.85K ﹤0.01% 1361
2024
Q2 		$154K Hold
10,976
– – ﹤0.01% 1300
2024
Q1 		$157K Hold
10,976
– – ﹤0.01% 1307
2023
Q4 		$147K Hold
10,976
– – ﹤0.01% 1304
2023
Q3 		$145K Hold
10,976
– – ﹤0.01% 1204
2023
Q2 		$141K Hold
10,976
– – ﹤0.01% 1129
2023
Q1 		$139K Buy
+10,976
New +$141K ﹤0.01% 1066
2022
Q4 		– Sell
-10,476
Closed -$132K – 1144
2022
Q3 		$132K Sell
10,476
-1,000
-9% -$13.3K ﹤0.01% 1058
2022
Q2 		$153K Sell
11,476
-4,830
-30% -$68.7K ﹤0.01% 1113
2022
Q1 		$249K Buy
+16,306
New +$255K 0.01% 1064
2018
Q4 		– Sell
-7,694
Closed -$138K – 1014
2018
Q3 		$138K Buy
+7,694
New +$139K 0.01% 992
2018
Q2 		– Sell
-7,794
Closed -$144K – 1163
2018
Q1 		$144K Sell
7,794
-100
-1% -$1.8K 0.01% 1019
2017
Q4 		$142K Buy
+7,894
New +$137K 0.01% 1012

Other funds holding BSL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TP
Tranquility Partners Brentwood, Tennessee $265M AUM 14.46% 1-Year Est. Return

Stratos Wealth Partners's BSL Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Blackstone Senior Floating Rate 2027 Term Fund (BSL) in Q1 2025, closing a stake of 11,419 shares — an estimated $164K sold.

Stratos Wealth Partners first reported a position in BSL in Q4 2017 and held it in 14 quarters. The position peaked at $249K in Q1 2022. 43 funds tracked by Wall St. Rank hold BSL as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Blackstone Senior Floating Rate 2027 Term Fund position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,419 Blackstone Senior Floating Rate 2027 Term Fund shares in Q1 2025, an estimated $164K.
  • Stratos Wealth Partners first reported a position in Blackstone Senior Floating Rate 2027 Term Fund in Q4 2017 and held it in 14 quarters.
  • Stratos Wealth Partners's Blackstone Senior Floating Rate 2027 Term Fund position peaked at $249K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Blackstone Senior Floating Rate 2027 Term Fund as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.