MAI Wealth Advisors »

FS Specialty Lending Fund shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of FS Specialty Lending Fund (FSSL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in FS Specialty Lending Fund

Tip: Access up to 7 years of quarterly data

All positions including FS Specialty Lending Fund held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FS Specialty Lending Fund by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $76k 5.4k 14.14

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Call Call Option (Principal) (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Call Call Option (Principal) (GOOGL)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Call Call Option (Principal) (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding FS Specialty Lending Fund

Thomas J. Herzfeld Advisors
Sit Investment Associates
Commonwealth Equity Services
GCM Grosvenor Holdings
Envestnet Asset Management
Almitas Capital
LPL Financial
Jane Street
Nomura Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Pathstone Holdings
Marex Group
Stifel Financial
Advisor Group Holdings

View all funds holding FS Specialty Lending Fund