Position in DXYZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,159
-$885 QoQ
Shares Held
230
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MPWM ADVISORY SOLUTIONS, LLC holds $2,977,272 across 20 Asset Management names. DXYZ ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUA |
Blackrock Muniassets Fund, Inc.
|
102,017 | $1,082,400 | |
| 2 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
35,109 | $737,991 | |
| 3 | BST |
BlackRock Science & Technology Trust
|
9,104 | $330,930 | |
| 4 | NDMO |
Nuveen Dynamic Municipal Opportunities Fund
|
15,182 | $156,222 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
10,000 | $110,600 | |
| 6 | DLY |
DoubleLine Yield Opportunities Fund
|
7,196 | $100,168 | |
| 7 | GOF |
Guggenheim Strategic Opportunities Fund
|
7,000 | $77,140 | |
| 8 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
2,908 | $76,713 |
All Filings in DXYZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,159 | 230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,044 | 230 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||