AWA
BGX

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
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

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Adapt Wealth Advisors's BGX Position: Q2 2026 in Review

Adapt Wealth Advisors increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 3% in Q2 2026, buying an estimated $63K and bringing the position to 196,950 shares worth $2.14M. The position accounts for 0.7% of the portfolio, ranked #29.

Adapt Wealth Advisors first reported a position in BGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.18M in Q4 2025. 49 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Adapt Wealth Advisors held 196,950 shares of Blackstone Long-Short Credit Income Fund worth $2.14M as of Q2 2026.
  • Adapt Wealth Advisors bought 5,787 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $63K.
  • Blackstone Long-Short Credit Income Fund made up 0.7% of Adapt Wealth Advisors's portfolio in Q2 2026, its #29 holding.
  • Adapt Wealth Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Adapt Wealth Advisors's Blackstone Long-Short Credit Income Fund position peaked at $2.18M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.