INDEPENDENT FINANCIAL GROUP, LLC
Position in BMEZ — BlackRock Health Sciences Term Trust
CIK 275484
SAN DIEGO, CA
Position in BMEZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$167,391
New position
Shares Held
10,905
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 88 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $219,406,281 across 100 Asset Management names. BMEZ ranks #91 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
920,052 | $59,090,499 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
1,254,525 | $16,321,370 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
717,418 | $11,980,880 | |
| 4 | ARCC |
Ares Capital Corp
|
460,273 | $8,528,858 | |
| 5 | FSK |
FS KKR Capital Corp
|
760,481 | $7,985,050 | |
| 6 | BLK |
BlackRock, Inc.
|
65,776 | $7,371,753 | |
| 7 | STT |
State Street Corp
|
132,816 | $7,120,265 | |
| 8 | PSEC |
Prospect Capital Corp
|
2,485,356 | $5,741,172 |
All Filings in BMEZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,391 | 10,905 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||