Position in FSK
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$344,148
+$241,381 QoQ
Shares Held
32,776
+224.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026BlueChip Wealth Advisors LLC holds $2,450,073 across 7 Asset Management names. FSK ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTHY |
First Trust High Yield Opportunities 2027 Term Fund
|
48,350 | $662,395 | |
| 2 | IVZ |
Invesco Ltd.
|
2,000 | $605,940 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
27,432 | $356,890 | |
| 4 | FSK |
FS KKR Capital Corp
This page
|
32,776 | $344,148 | |
| 5 | NUV |
Nuveen Municipal Value Fund Inc
|
25,445 | $234,602 | |
| 6 | CION |
CION Investment Corp
|
20,594 | $128,300 | |
| 7 | OBDC |
Blue Owl Capital Corp
|
10,837 | $117,798 |
All Filings in FSK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,148 | 32,776 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $102,767 | 10,095 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $223,556 | 15,095 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $706,323 | 47,309 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,037,686 | 50,009 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $830,835 | 39,658 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $861,371 | 39,658 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $782,452 | 39,658 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $782,452 | 39,658 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $452,969 | 23,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $674,047 | 33,753 | Shares | Sole | 2024-03-15 | |
| No filing history on record for this holder in this stock. | ||||||