Adapt Wealth Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Adapt Wealth Advisors’s Portfolio BGX Stock Details BGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.81M	Sell	171,067 -25,883	-13%	-$278K	0.62%	28
2026 Q2	$2.14M	Buy	196,950 +5,787	+3%	+$63K	0.7%	29
2026 Q1	$2.08M	Buy	191,163 +4,316	+2%	+$48.2K	0.75%	29
2025 Q4	$2.18M	Buy	186,847 +81,192	+77%	+$957K	0.75%	30
2025 Q3	$1.27M	Buy	+105,655	New	+$1.31M	0.47%	37

Other funds holding BGX

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

Adapt Wealth Advisors's BGX Position: Q3 2026 in Review

Adapt Wealth Advisors reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 13% in Q3 2026, selling an estimated $278K and leaving 171,067 shares worth $1.81M. The position accounts for 0.62% of the portfolio, ranked #28.

Adapt Wealth Advisors first reported a position in BGX in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.18M in Q4 2025. 34 funds tracked by Wall St. Rank hold BGX as of Q3 2026.

Adapt Wealth Advisors held 171,067 shares of Blackstone Long-Short Credit Income Fund worth $1.81M as of Q3 2026.
Adapt Wealth Advisors sold 25,883 Blackstone Long-Short Credit Income Fund shares in Q3 2026, an estimated $278K.
Blackstone Long-Short Credit Income Fund made up 0.62% of Adapt Wealth Advisors's portfolio in Q3 2026, its #28 holding.
Adapt Wealth Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and has held it in 5 quarters since.
Adapt Wealth Advisors's Blackstone Long-Short Credit Income Fund position peaked at $2.18M in Q4 2025.
34 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2026.

Based on Adapt Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.