Position in BX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$376,073
+$9,025 QoQ
Shares Held
3,196
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,463
of 2,112 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealth Alliance Advisory Group, LLC holds $12,971,562 across 18 Asset Management names. BX ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SEIC |
Sei Investments Co
|
37,504 | $3,289,475 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
134,881 | $1,710,291 | |
| 3 | VKQ |
Invesco Municipal Trust
|
150,429 | $1,510,307 | |
| 4 | VMO |
Invesco Municipal Opportunity Trust
|
95,961 | $947,135 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
67,825 | $822,039 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
46,649 | $694,137 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
52,929 | $621,386 | |
| 8 | VGM |
Invesco Trust for Investment Grade Municipals
|
44,891 | $475,844 |
All Filings in BX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,073 | 3,196 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $367,048 | 3,192 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $426,351 | 2,766 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $471,887 | 2,762 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $413,139 | 2,762 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $391,384 | 2,800 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $492,776 | 2,858 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $437,645 | 2,858 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $353,820 | 2,858 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $385,833 | 2,937 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $398,651 | 3,045 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $326,241 | 3,045 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $334,041 | 3,593 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $315,609 | 3,593 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $266,713 | 3,595 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $313,456 | 3,745 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $344,393 | 3,775 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $488,719 | 3,850 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $498,151 | 3,850 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $447,909 | 3,850 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $373,989 | 3,850 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $286,940 | 3,850 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $249,518 | 3,850 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $200,970 | 3,850 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $218,141 | 3,850 | Shares | Sole | 2020-07-08 | |
| No filing history on record for this holder in this stock. | ||||||