Position in BX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$655,421
+$16,192 QoQ
Shares Held
5,570
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,211
of 2,112 holders
Holding Since
Mar 2020
6 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, 2026Shulman DeMeo Asset Management LLC holds $13,915,002 across 28 Asset Management names. BX ranks #6 (4.7% 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.
This page
|
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 BX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,421 | 5,570 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $639,229 | 5,559 | Shares | Sole | 2026-04-09 | |
| 2021-03-31 | $464,470 | 6,232 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $336,299 | 5,189 | Shares | Sole | 2021-01-13 | |
| 2020-06-30 | $278,313 | 4,912 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $201,282 | 4,417 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||