USCWA
OTF

U.S. Capital Wealth Advisors’s Blue Owl Technology Finance Corp OTF Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio OTF Stock Details OTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1M Buy
+80,750
New +$1.03M 0.03% 516

Other funds holding OTF

ROTUOC
Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
OCERS
Orange County Employees Retirement System Santa Ana, California $280M AUM
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $22.5B AUM 50.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

U.S. Capital Wealth Advisors's OTF Position: Q1 2026 in Review

U.S. Capital Wealth Advisors opened a new position in Blue Owl Technology Finance Corp (OTF) in Q1 2026: 80,750 shares worth $1M. The stake represents 0.03% of the portfolio and ranks #516 among its holdings.

169 funds tracked by Wall St. Rank hold OTF as of Q1 2026.

  • U.S. Capital Wealth Advisors held 80,750 shares of Blue Owl Technology Finance Corp worth $1M as of Q1 2026.
  • Blue Owl Technology Finance Corp was a new U.S. Capital Wealth Advisors position in Q1 2026.
  • Blue Owl Technology Finance Corp made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #516 holding.
  • 169 funds tracked by Wall St. Rank held Blue Owl Technology Finance Corp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.