Wealth Enhancement Advisory Services
BXSL icon

Wealth Enhancement Advisory Services’s Blackstone Secured Lending BXSL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$943K Buy
40,224
+10,037
+33% +$240K ﹤0.01% 2114
2026
Q1 		$718K Sell
30,187
-6,012
-17% -$150K ﹤0.01% 2047
2025
Q4 		$962K Sell
36,199
-4,251
-11% -$114K ﹤0.01% 1991
2025
Q3 		$1.04M Sell
40,450
-5,302
-12% -$159K ﹤0.01% 1837
2025
Q2 		$1.43M Buy
45,752
+1,177
+3% +$35.9K ﹤0.01% 1530
2025
Q1 		$1.44M Buy
44,575
+30,531
+217% +$1.01M ﹤0.01% 1411
2024
Q4 		$454K Sell
14,044
-1,116
-7% -$34.9K ﹤0.01% 2054
2024
Q3 		$444K Buy
15,160
+547
+4% +$16.5K ﹤0.01% 1897
2024
Q2 		$447K Buy
14,613
+6,452
+79% +$202K ﹤0.01% 1714
2024
Q1 		$254K Buy
+8,161
New +$239K ﹤0.01% 2028

Other funds holding BXSL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
PF
Prota Financial Houston, Texas $152M AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $998M AUM 24.42% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return