Institute for Wealth Management, LLC.

Position in BXSL — Blackstone Secured Lending Fund

CIK 1533954 DENVER, CO

Position in BXSL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,744,977

+$1,933,121 QoQ

Shares Held

115,773

+237.8% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#91

of 359 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. BXSL ranks #1 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BXSL	Blackstone Secured Lending Fund This page	115,773	$2,744,977
2	BX	Blackstone Inc.	17,555	$2,065,696
3	KKR	KKR & Co. Inc.	10,154	$931,934
4	CET	Central Securities Corp	16,394	$859,865
5	ECF	Ellsworth Growth & Income Fund Ltd	52,289	$690,737
6	GDV	Gabelli Dividend & Income Trust	18,050	$530,670
7	APO	Apollo Global Management, Inc.	4,340	$513,465
8	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	25,742	$479,830

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,744,977	115,773	+237.8%	Shares	Sole	2026-07-28
2026-03-31	$811,856	34,270	-56.8%	Shares	Sole	2026-05-14
2025-12-31	$2,087,547	79,284	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$2,063,570	79,155	+6.5%	Shares	Sole	2025-10-17
2025-06-30	$2,285,524	74,326	-1.0%	Shares	Sole	2025-07-18
2025-03-31	$2,429,588	75,080	+3.8%	Shares	Sole	2025-04-21
2024-12-31	$2,336,659	72,320	+10.3%	Shares	Sole	2025-01-23
2024-09-30	$1,919,695	65,541	+6.5%	Shares	Sole	2024-11-12
2024-06-30	$1,884,017	61,529	+15.3%	Shares	Sole	2024-07-25
2024-03-31	$1,662,413	53,368	+8.3%	Shares	Sole	2024-04-30
2023-12-31	$1,362,043	49,278	+31.4%	Shares	Sole	2024-01-31
2023-09-30	$1,026,027	37,501	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.