AWM
BGB

Apollon Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Apollon Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,398
Closed -$127K – 1314
2025
Q3 		$127K Hold
10,398
– – ﹤0.01% 1260
2025
Q2 		$126K Sell
10,398
-5,400
-34% -$63.8K ﹤0.01% 1210
2025
Q1 		$191K Buy
15,798
+3,723
+31% +$45.7K ﹤0.01% 1110
2024
Q4 		$148K Buy
+12,075
New +$150K ﹤0.01% 1124

Other funds holding BGB

CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Apollon Wealth Management's BGB Position: Q4 2025 in Review

Apollon Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q4 2025, closing a stake of 10,398 shares — an estimated $127K sold.

Apollon Wealth Management first reported a position in BGB in Q4 2024 and held it in 4 quarters. The position peaked at $191K in Q1 2025. 89 funds tracked by Wall St. Rank hold BGB as of Q4 2025.

  • Apollon Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q4 2025 after selling out during the quarter.
  • Apollon Wealth Management sold 10,398 Blackstone Strategic Credit 2027 Term Fund shares in Q4 2025, an estimated $127K.
  • Apollon Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2024 and held it in 4 quarters.
  • Apollon Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $191K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q4 2025.

Based on Apollon Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.