PWMAI
BGX

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2023
Q3 		– Sell
-8,516
Closed -$96.6K – 269
2023
Q2 		$96.6K Sell
8,516
-1,208
-12% -$13.2K 0.07% 131
2023
Q1 		$106K Buy
9,724
+171
+2% +$1.93K 0.08% 114
2022
Q4 		$104K Buy
+9,553
New +$105K 0.09% 116

Other funds holding BGX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BGX Position: Q3 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q3 2023, closing a stake of 8,516 shares — an estimated $96.6K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BGX in Q4 2022 and held it in 3 quarters. The position peaked at $106K in Q1 2023. 41 funds tracked by Wall St. Rank hold BGX as of Q3 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Blackstone Long-Short Credit Income Fund position as of Q3 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 8,516 Blackstone Long-Short Credit Income Fund shares in Q3 2023, an estimated $96.6K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2022 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Blackstone Long-Short Credit Income Fund position peaked at $106K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2023, filed 7 Aug 2026.