Envestnet Asset Management
BGX

Envestnet Asset Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Envestnet Asset 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
2026
Q2 		$2.5M Buy
229,541
+72,758
+46% +$792K ﹤0.01% 2998
2026
Q1 		$1.71M Sell
156,783
-138,267
-47% -$1.54M ﹤0.01% 3117
2025
Q4 		$3.44M Buy
295,050
+86,964
+42% +$1.02M ﹤0.01% 2443
2025
Q3 		$2.5M Buy
208,086
+169,118
+434% +$2.1M ﹤0.01% 2740
2025
Q2 		$484K Buy
38,968
+9,640
+33% +$116K ﹤0.01% 3709
2025
Q1 		$362K Sell
29,328
-25,834
-47% -$327K ﹤0.01% 3817
2024
Q4 		$686K Buy
55,162
+4,336
+9% +$55.5K ﹤0.01% 3401
2024
Q3 		$650K Buy
50,826
+5,511
+12% +$70.4K ﹤0.01% 3380
2024
Q2 		$563K Sell
45,315
-3,284
-7% -$40.8K ﹤0.01% 3382
2024
Q1 		$598K Buy
48,599
+31,544
+185% +$378K ﹤0.01% 3328
2023
Q4 		$195K Buy
17,055
+4,215
+33% +$48.1K ﹤0.01% 3832
2023
Q3 		$150K Buy
12,840
+589
+5% +$6.8K ﹤0.01% 3803
2023
Q2 		$139K Sell
12,251
-45
-0.4% -$492 ﹤0.01% 3786
2023
Q1 		$134K Sell
12,296
-118
-1% -$1.33K ﹤0.01% 3747
2022
Q4 		$135K Buy
12,414
+994
+9% +$10.9K ﹤0.01% 3754
2022
Q3 		$124K Buy
+11,420
New +$135K ﹤0.01% 3698
2021
Q3 		– Sell
-70,635
Closed -$1.07M – 3672
2021
Q2 		$1.07M Buy
70,635
+2,538
+4% +$36.7K ﹤0.01% 2480
2021
Q1 		$963K Buy
68,097
+1,518
+2% +$21.1K ﹤0.01% 2426
2020
Q4 		$893K Buy
66,579
+2,100
+3% +$27.6K ﹤0.01% 2292
2020
Q3 		$829K Buy
64,479
+5,018
+8% +$62.7K ﹤0.01% 2128
2020
Q2 		$717K Buy
+59,461
New +$679K ﹤0.01% 2171

Other funds holding BGX

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Envestnet Asset Management's BGX Position: Q2 2026 in Review

Envestnet Asset Management increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 46% in Q2 2026, buying an estimated $792K and bringing the position to 229,541 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2998.

Envestnet Asset Management first reported a position in BGX in Q2 2020 and has held it in 21 quarters since. The position peaked at $3.44M in Q4 2025. 16 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Envestnet Asset Management held 229,541 shares of Blackstone Long-Short Credit Income Fund worth $2.5M as of Q2 2026.
  • Envestnet Asset Management bought 72,758 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $792K.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2998 holding.
  • Envestnet Asset Management first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2020 and has held it in 21 quarters since.
  • Envestnet Asset Management's Blackstone Long-Short Credit Income Fund position peaked at $3.44M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.