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Toth Financial Advisory’s Carlyle Secured Lending CGBD Stock Holding History

Toth Financial Advisory’s Portfolio CGBD Stock Details CGBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-90
Closed -$1.46K – 745
2025
Q1 		$1.46K Hold
90
– – ﹤0.01% 633
2024
Q4 		$1.61K Hold
90
– – ﹤0.01% 609
2024
Q3 		$1.53K Hold
90
– – ﹤0.01% 630
2024
Q2 		$1.6K Buy
+90
New +$1.56K ﹤0.01% 634

Other funds holding CGBD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Toth Financial Advisory's CGBD Position: Q2 2025 in Review

Toth Financial Advisory sold out of Carlyle Secured Lending (CGBD) in Q2 2025, closing a stake of 90 shares — an estimated $1.46K sold.

Toth Financial Advisory first reported a position in CGBD in Q2 2024 and held it in 4 quarters. The position peaked at $1.61K in Q4 2024. 150 funds tracked by Wall St. Rank hold CGBD as of Q2 2025.

  • Toth Financial Advisory reported no remaining Carlyle Secured Lending position as of Q2 2025 after selling out during the quarter.
  • Toth Financial Advisory sold 90 Carlyle Secured Lending shares in Q2 2025, an estimated $1.46K.
  • Toth Financial Advisory first reported a position in Carlyle Secured Lending in Q2 2024 and held it in 4 quarters.
  • Toth Financial Advisory's Carlyle Secured Lending position peaked at $1.61K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Carlyle Secured Lending as of Q2 2025.

Based on Toth Financial Advisory's 13F filing for Q2 2025, filed 14 Jul 2025.