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Wealth Preservation Advisors’s Blackstone Secured Lending BXSL Stock Holding History

Wealth Preservation Advisors’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
2025
Q2 		– Sell
-914
Closed -$29.6K – 588
2025
Q1 		$29.6K Buy
+914
New +$30.1K 0.02% 220

Other funds holding BXSL

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Preservation Advisors's BXSL Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Blackstone Secured Lending (BXSL) in Q2 2025, closing a stake of 914 shares — an estimated $29.6K sold.

Wealth Preservation Advisors first reported a position in BXSL in Q1 2025 and held it in 1 quarter. The position peaked at $29.6K in Q1 2025. 388 funds tracked by Wall St. Rank hold BXSL as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Blackstone Secured Lending position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 914 Blackstone Secured Lending shares in Q2 2025, an estimated $29.6K.
  • Wealth Preservation Advisors first reported a position in Blackstone Secured Lending in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Blackstone Secured Lending position peaked at $29.6K in Q1 2025.
  • 388 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.