Cetera Investment Advisers’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Cetera Investment Advisers’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	$257K	Sell	23,582 -16,163	-41%	-$180K	﹤0.01%	4117
2025 Q4	$463K	Sell	39,745 -704	-2%	-$8.29K	﹤0.01%	3501
2025 Q3	$485K	Buy	40,449 +6,881	+20%	+$85.6K	﹤0.01%	3408
2025 Q2	$417K	Buy	33,568 +2,566	+8%	+$31K	﹤0.01%	3110
2025 Q1	$383K	Sell	31,002 -8,442	-21%	-$107K	﹤0.01%	3068
2024 Q4	$491K	Buy	39,444 +2,800	+8%	+$35.8K	﹤0.01%	2693
2024 Q3	$469K	Buy	36,644 +3,075	+9%	+$39.3K	﹤0.01%	2698
2024 Q2	$417K	Sell	33,569 -1,715	-5%	-$21.3K	﹤0.01%	2735
2024 Q1	$434K	Buy	+35,284	New	+$422K	﹤0.01%	2715
2021 Q4	–	Sell	-18,300	Closed	-$278K	–	1863
2021 Q3	$278K	Sell	18,300 -532	-3%	-$7.89K	﹤0.01%	1489
2021 Q2	$285K	Sell	18,832 -1,684	-8%	-$24.3K	﹤0.01%	1448
2021 Q1	$290K	Buy	+20,516	New	+$286K	0.01%	1269

Other funds holding BGX

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 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 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

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Cetera Investment Advisers's BGX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 41% in Q1 2026, selling an estimated $180K and leaving 23,582 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #4117.

Cetera Investment Advisers first reported a position in BGX in Q1 2021 and has held it in 12 quarters since. The position peaked at $491K in Q4 2024. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

Cetera Investment Advisers held 23,582 shares of Blackstone Long-Short Credit Income Fund worth $257K as of Q1 2026.
Cetera Investment Advisers sold 16,163 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $180K.
Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4117 holding.
Cetera Investment Advisers first reported a position in Blackstone Long-Short Credit Income Fund in Q1 2021 and has held it in 12 quarters since.
Cetera Investment Advisers's Blackstone Long-Short Credit Income Fund position peaked at $491K in Q4 2024.
52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.