Position in DFDV
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$57,575
New position
Shares Held
17,500
first reported quarter
Ownership
0.056%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026BlueChip Wealth Advisors LLC holds $1,844,133 across 6 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,350 | $662,395 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
27,432 | $356,890 | |
| 3 | FSK |
FS KKR Capital Corp
|
32,776 | $344,148 | |
| 4 | NUV |
Nuveen Municipal Value Fund Inc
|
25,445 | $234,602 | |
| 5 | CION |
CION Investment Corp
|
20,594 | $128,300 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
10,837 | $117,798 |
All Filings in DFDV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,575 | 17,500 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||