AWA
BGH

Adapt Wealth Advisors’s Barings Global Short Duration High Yield Fund BGH Stock Holding History

Adapt Wealth Advisors’s Portfolio BGH Stock Details BGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-88,800
Closed -$1.37M – 109
2025
Q3 		$1.37M Buy
+88,800
New +$1.43M 0.51% 35

Other funds holding BGH

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Adapt Wealth Advisors's BGH Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of Barings Global Short Duration High Yield Fund (BGH) in Q4 2025, closing a stake of 88,800 shares — an estimated $1.37M sold.

Adapt Wealth Advisors first reported a position in BGH in Q3 2025 and held it in 1 quarter. The position peaked at $1.37M in Q3 2025. 49 funds tracked by Wall St. Rank hold BGH as of Q4 2025.

  • Adapt Wealth Advisors reported no remaining Barings Global Short Duration High Yield Fund position as of Q4 2025 after selling out during the quarter.
  • Adapt Wealth Advisors sold 88,800 Barings Global Short Duration High Yield Fund shares in Q4 2025, an estimated $1.37M.
  • Adapt Wealth Advisors first reported a position in Barings Global Short Duration High Yield Fund in Q3 2025 and held it in 1 quarter.
  • Adapt Wealth Advisors's Barings Global Short Duration High Yield Fund position peaked at $1.37M in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Barings Global Short Duration High Yield Fund as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.