Drive Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Drive Wealth Management’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
2025 Q4	–	Sell	-44,510	Closed	-$534K	–	384
2025 Q3	$534K	Sell	44,510 -132,456	-75%	-$1.65M	0.11%	153
2025 Q2	$2.2M	Buy	176,966 +17,349	+11%	+$209K	0.48%	43
2025 Q1	$1.97M	Buy	159,617 +33,133	+26%	+$420K	0.46%	46
2024 Q4	$1.59M	Buy	126,484 +20,803	+20%	+$266K	0.39%	46
2024 Q3	$1.35M	Buy	+105,681	New	+$1.35M	0.35%	52

Other funds holding BGX

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

AWA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Drive Wealth Management's BGX Position: Q4 2025 in Review

Drive Wealth Management sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q4 2025, closing a stake of 44,510 shares — an estimated $534K sold.

Drive Wealth Management first reported a position in BGX in Q3 2024 and held it in 5 quarters. The position peaked at $2.2M in Q2 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q4 2025.

Drive Wealth Management reported no remaining Blackstone Long-Short Credit Income Fund position as of Q4 2025 after selling out during the quarter.
Drive Wealth Management sold 44,510 Blackstone Long-Short Credit Income Fund shares in Q4 2025, an estimated $534K.
Drive Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2024 and held it in 5 quarters.
Drive Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $2.2M in Q2 2025.
52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.