J.W. Cole Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

J.W. Cole Advisors’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	–	Sell	-102,313	Closed	-$1.19M	–	816
2025 Q4	$1.19M	Sell	102,313 -3,888	-4%	-$45.8K	0.03%	579
2025 Q3	$1.27M	Sell	106,201 -10,239	-9%	-$127K	0.02%	634
2025 Q2	$1.45M	Buy	116,440 +8,374	+8%	+$101K	0.03%	540
2025 Q1	$1.33M	Buy	108,066 +26,691	+33%	+$338K	0.04%	438
2024 Q4	$1.01M	Buy	81,375 +35,006	+75%	+$448K	0.04%	412
2024 Q3	$593K	Buy	+46,369	New	+$592K	0.02%	544

Other funds holding BGX

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

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

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 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 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

J.W. Cole Advisors's BGX Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q1 2026, closing a stake of 102,313 shares — an estimated $1.19M sold.

J.W. Cole Advisors first reported a position in BGX in Q3 2024 and held it in 6 quarters. The position peaked at $1.45M in Q2 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

J.W. Cole Advisors reported no remaining Blackstone Long-Short Credit Income Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 102,313 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $1.19M.
J.W. Cole Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2024 and held it in 6 quarters.
J.W. Cole Advisors's Blackstone Long-Short Credit Income Fund position peaked at $1.45M in Q2 2025.
52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.