Position in BX
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$242,053
-$82,411 QoQ
Shares Held
2,105
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Outlook Wealth Advisors, LLC holds $5,660,697 across 10 Asset Management names. BX ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,966 | $1,639,935 | |
| 2 | JGH |
Nuveen Global High Income Fund
|
90,365 | $1,104,260 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
52,716 | $901,970 | |
| 4 | PSLV |
Sprott Physical Silver Trust
|
27,826 | $678,676 | |
| 5 | FHI |
Federated Hermes, Inc.
|
5,893 | $334,192 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
7,110 | $251,978 | |
| 7 | BX |
Blackstone Inc.
This page
|
2,105 | $242,053 | |
| 8 | SEIC |
Sei Investments Co
|
3,036 | $238,234 |
All Filings in BX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,053 | 2,105 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $324,464 | 2,105 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $368,181 | 2,155 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $322,344 | 2,155 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $301,924 | 2,160 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $393,979 | 2,285 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $323,104 | 2,110 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $261,218 | 2,110 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $279,161 | 2,125 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $275,586 | 2,105 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $225,529 | 2,105 | Shares | Sole | 2023-10-10 | |
| 2022-03-31 | $273,174 | 2,152 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $274,694 | 2,123 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $252,457 | 2,170 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $204,479 | 2,105 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||