Institute for Wealth Management, LLC.

Position in BXSL — Blackstone Secured Lending Fund

CIK 1533954 DENVER, CO

Position in BXSL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$811,856

-$1,275,691 QoQ

Shares Held

34,270

-56.8% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. BXSL ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	17,494	$2,011,635
2	KKR	KKR & Co. Inc.	9,779	$904,557
3	CET	Central Securities Corp	16,394	$814,126
4	BXSL	Blackstone Secured Lending Fund This page	34,270	$811,856
5	CHI	Calamos Convertible Opportunities & Income Fund	59,277	$636,634
6	ECF	Ellsworth Growth & Income Fund Ltd	52,756	$588,229
7	USA	Liberty All Star Equity Fund	89,063	$494,299
8	APO	Apollo Global Management, Inc.	4,369	$486,793

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.