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Capital Advisors Wealth Management, LLC → BX

Capital Advisors Wealth Management, LLC BX Position History

Blackstone Inc. • Financial Services

Quarters held
5
Latest value
$45.9M
Q3 2026
Peak value
$49.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$43M
Q4 2025$45.4M
Q1 2026$43.1M
Q2 2026$49.3M
Q3 2026$45.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$45.9M196.6K——
Q2 2026$49.3M208.3K——
Q1 2026$43.1M200.3K——
Q4 2025$45.4M206.6K——
Q3 2025$43M199.5K——

Other funds holding BX

Other Capital Advisors Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$59.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.5M
ETHA

ISHARES TR

$53.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.5M
ETHA

ISHARES TR

$49.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$48.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$42.6M