Amplius Wealth Advisors, LLC
Position in BXSL — Blackstone Secured Lending Fund
CIK 1900584
BLUE BELL, PA
Position in BXSL
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,541,373
-$6,020,037 QoQ
Shares Held
191,700
-52.2% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BXSL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Amplius Wealth Advisors, LLC holds $29,576,448 across 10 Asset Management names. BXSL ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
128,696 | $14,798,753 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
19,616 | $5,427,747 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
This page
|
191,700 | $4,541,373 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
103,581 | $2,351,288 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
84,152 | $1,065,364 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
|
35,621 | $503,324 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,783 | $327,443 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
32,171 | $278,600 |
All Filings in BXSL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,541,373 | 191,700 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,561,410 | 401,117 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $14,829,293 | 568,826 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $16,248,669 | 528,412 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $16,561,912 | 511,802 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $16,151,187 | 499,882 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $14,891,475 | 508,415 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,034,377 | 523,657 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $28,337,497 | 909,711 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $32,689,302 | 1,182,681 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $33,031,153 | 1,207,279 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $33,281,059 | 1,216,413 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $28,234,421 | 1,132,548 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,176,188 | 365,825 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $5,114,658 | 224,919 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,838,033 | 77,751 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,363,610 | 48,910 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $510,000 | 15,000 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||