LAKE STREET PRIVATE WEALTH, LLC
Position in OTF — Blue Owl Technology Finance Corp.
CIK 1772031
CHICAGO, IL
Position in OTF
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$39,871
New position
Shares Held
3,218
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
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, 2026LAKE STREET PRIVATE WEALTH, LLC holds $26,121,385 across 7 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
604,250 | $7,438,317 | |
| 2 | BX |
Blackstone Inc.
|
48,882 | $5,751,944 | |
| 3 | NZF |
Nuveen Municipal Credit Income Fund
|
404,250 | $5,125,890 | |
| 4 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
571,275 | $4,890,114 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
|
84,348 | $1,734,194 | |
| 6 | BLK |
BlackRock, Inc.
|
945 | $908,674 | |
| 7 | PFG |
Principal Financial Group Inc
|
2,526 | $272,252 |
All Filings in OTF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,871 | 3,218 | Shares | Sole | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||