EFG
BGX

Ethos Financial Group’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Ethos Financial Group’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 		$169K Buy
15,507
+2,008
+15% +$21.9K 0.01% 591
2026
Q1 		$157K Hold
13,499
– – 0.01% 500
2025
Q4 		$157K Buy
13,499
+286
+2% +$3.37K 0.01% 487
2025
Q3 		$159K Buy
+13,213
New +$164K 0.01% 470

Other funds holding BGX

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ethos Financial Group's BGX Position: Q2 2026 in Review

Ethos Financial Group increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 15% in Q2 2026, buying an estimated $21.9K and bringing the position to 15,507 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #591.

Ethos Financial Group first reported a position in BGX in Q3 2025 and has held it in 4 quarters since. 49 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Ethos Financial Group held 15,507 shares of Blackstone Long-Short Credit Income Fund worth $169K as of Q2 2026.
  • Ethos Financial Group bought 2,008 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $21.9K.
  • Blackstone Long-Short Credit Income Fund made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #591 holding.
  • Ethos Financial Group first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 49 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.