Advisors Asset Management, Inc.

Position in CGBD — Carlyle Secured Lending, Inc.

CIK 1297376 Monument, CO

Position in CGBD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,311,862

-$232,663 QoQ

Shares Held

211,322

+3.7% QoQ

Ownership

0.304%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#24

of 154 holders

Holding Since

Dec 2020

22 quarters on record

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

Financial Services · as of Mar 31, 2026

Advisors Asset Management, Inc. holds $1,006,335,431 across 214 Asset Management names. CGBD ranks #137 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	1,915,888	$27,358,880
2	TYG	Tortoise Energy Infrastructure Corp	422,473	$21,060,279
3	MUC	Blackrock Muniholdings California Quality Fund, Inc.	1,991,413	$20,710,695
4	NAC	Nuveen California Quality Municipal Income Fund	1,649,774	$19,219,867
5	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	1,194,048	$19,188,351
6	GDV	Gabelli Dividend & Income Trust	667,882	$17,986,062
7	NIE	Virtus Equity & Convertible Income Fund	681,713	$15,924,815
8	DPG	Duff & Phelps Utility & Infrastructure Fund Inc.	1,086,566	$15,690,013

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,311,862	211,322	+3.7%	Shares	Sole	2026-05-15
2025-12-31	$2,544,525	203,725	-13.7%	Shares	Sole	2026-02-12
2025-09-30	$2,952,087	236,167	+5.5%	Shares	Sole	2025-11-06
2025-06-30	$3,062,363	223,857	-9.9%	Shares	Sole	2025-08-12
2025-03-31	$4,018,270	248,348	+3.5%	Shares	Sole	2025-05-15
2024-12-31	$4,302,662	239,970	-9.8%	Shares	Sole	2025-02-10
2024-09-30	$4,513,714	265,982	+7.0%	Shares	Sole	2024-11-08
2024-06-30	$4,409,241	248,548	-6.3%	Shares	Sole	2024-08-14
2024-03-31	$4,319,491	265,325	+4.6%	Shares	Sole	2024-05-14
2023-12-31	$3,796,129	253,752	+22.7%	Shares	Sole	2024-02-14
2023-09-30	$2,998,295	206,779	+9.2%	Shares	Sole	2023-11-14
2023-06-30	$2,756,979	189,353	+57.5%	Shares	Sole	2023-08-14
2023-03-31	$1,637,410	120,221	+15.1%	Shares	Sole	2023-05-12
2022-12-31	$1,494,636	104,447	-3.6%	Shares	Sole	2023-02-13
2022-09-30	$1,239,993	108,391	+25.0%	Shares	Sole	2022-11-08
2022-06-30	$1,101,229	86,711	+29.1%	Shares	Sole	2022-08-08
2022-03-31	$966,648	67,175	+0.3%	Shares	Sole	2022-05-17
2021-12-31	$919,800	66,992	+0.1%	Shares	Sole	2022-02-15
2021-09-30	$897,665	66,940	-1.5%	Shares	Sole	2021-11-12
2021-06-30	$897,857	67,968	+12.9%	Shares	Sole	2021-07-30
2021-03-31	$794,653	60,201	+260.4%	Shares	Sole	2021-05-07
2020-12-31	$171,372	16,703	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.