Position in BX
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$639,229
+$174,759 QoQ
Shares Held
5,559
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shulman DeMeo Asset Management LLC holds $13,063,725 across 27 Asset Management names. BX ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
157,720 | $2,534,560 | |
| 2 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
45,829 | $1,222,259 | |
| 3 | APO |
Apollo Global Management, Inc.
|
10,910 | $1,215,592 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
129,581 | $1,116,988 | |
| 5 | DNP |
Dnp Select Income Fund Inc
|
92,387 | $951,586 | |
| 6 | BX |
Blackstone Inc.
This page
|
5,559 | $639,229 | |
| 7 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
77,701 | $585,865 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
|
50,539 | $510,443 |
All Filings in BX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||