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
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 $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Adapt Wealth Advisors's BGX Position: Q1 2026 in Review

Adapt Wealth Advisors increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 2.3% in Q1 2026, buying an estimated $48.2K and bringing the position to 191,163 shares worth $2.08M. The position accounts for 0.75% of the portfolio, ranked #29.

Adapt Wealth Advisors first reported a position in BGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.18M in Q4 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Adapt Wealth Advisors held 191,163 shares of Blackstone Long-Short Credit Income Fund worth $2.08M as of Q1 2026.
  • Adapt Wealth Advisors bought 4,316 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $48.2K.
  • Blackstone Long-Short Credit Income Fund made up 0.75% of Adapt Wealth Advisors's portfolio in Q1 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 3 quarters since.
  • Adapt Wealth Advisors's Blackstone Long-Short Credit Income Fund position peaked at $2.18M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.