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
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 $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
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
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

Ethos Financial Group's BGX Position: Q1 2026 in Review

Ethos Financial Group held its Blackstone Long-Short Credit Income Fund (BGX) position steady in Q1 2026 at 13,499 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #500.

Ethos Financial Group first reported a position in BGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q3 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Ethos Financial Group held 13,499 shares of Blackstone Long-Short Credit Income Fund worth $157K as of Q1 2026.
  • Ethos Financial Group left its Blackstone Long-Short Credit Income Fund share count unchanged in Q1 2026.
  • Blackstone Long-Short Credit Income Fund made up 0.01% of Ethos Financial Group's portfolio in Q1 2026, its #500 holding.
  • Ethos Financial Group first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Ethos Financial Group's Blackstone Long-Short Credit Income Fund position peaked at $159K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.