Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$823
+$19 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,098
of 2,112 holders
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Elevated Capital Advisors, LLC holds $12,947,066 across 17 Asset Management names. BX ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCN |
Pimco Corporate & Income Strategy Fund
|
411,339 | $4,915,501 | |
| 2 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
462,634 | $4,487,549 | |
| 3 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
116,044 | $1,889,196 | |
| 4 | TROW |
Price T Rowe Group Inc
|
9,496 | $1,079,600 | |
| 5 | PFG |
Principal Financial Group Inc
|
3,604 | $388,439 | |
| 6 | BEN |
Franklin Resources Inc
|
2,498 | $83,108 | |
| 7 | IVZ |
Invesco Ltd.
|
2,152 | $56,791 | |
| 8 | STT |
State Street Corp
|
100 | $16,960 |
All Filings in BX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823 | 7 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $804 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,078 | 7 | Shares | Sole | 2026-01-27 | |
| 2022-03-31 | $1,404,591 | 11,065 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $1,210,168 | 10,402 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $1,489,407 | 19,984 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,733,278 | 26,744 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $1,491,249 | 28,568 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $1,651,752 | 29,152 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||