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Equibles

Shulman DeMeo Asset Management LLC

Position in BGT — Blackrock Floating Rate Income Trust

CIK 1767070 LAKE SUCCESS, NY
Back to BGT Full portfolio

Position in BGT

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$171,924
-$3,786 QoQ
Shares Held
16,128
-1.2% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#45
of 79 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in BGT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. BGT ranks #20 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 151,552 $2,824,929
2 QQQX
Nuveen NASDAQ 100 Dynamic Overwrite Fund
 44,170 $1,331,283
3 APO
Apollo Global Management, Inc.
 10,910 $1,290,762
4 BDJ
BlackRock Enhanced Equity Dividend Trust
 129,042 $1,234,931
5 DNP
Dnp Select Income Fund Inc
 91,876 $991,342
6 BX
Blackstone Inc.
 5,570 $655,421
7 JPC
Nuveen Preferred & Income Opportunities Fund
 77,280 $608,966
8 BTZ
Blackrock Credit Allocation Income Trust
 50,279 $513,851

All Filings in BGT

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $171,924 16,128
2026-03-31 $175,710 16,330
2025-12-31 $192,224 16,966
2025-09-30 $214,654 17,667
2025-06-30 $221,729 17,710
2025-03-31 $220,380 17,744
2024-12-31 $228,187 17,744
2024-09-30 $231,082 17,858
2024-06-30 $239,900 18,801
2024-03-31 $248,294 19,129
2023-12-31 $241,521 19,509
2023-09-30 $235,278 19,509
2023-06-30 $227,498 19,511
2023-03-31 $220,881 19,704
2022-12-31 $215,561 19,704
2022-09-30 $213,985 19,704
2022-06-30 $218,140 19,795
2022-03-31 $255,267 20,021
2021-12-31 $285,437 20,403
2021-09-30 $274,032 20,635
2020-06-30 $236,377 21,528