Kestra Advisory Services’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Kestra Advisory Services’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	$357K	Buy	32,738 +1,400	+4%	+$15.6K	﹤0.01%	2479
2025 Q4	$365K	Buy	+31,338	New	+$369K	﹤0.01%	2376
2024 Q4	–	Sell	-20,532	Closed	-$263K	–	2666
2024 Q3	$263K	Buy	20,532 +388	+2%	+$4.96K	﹤0.01%	2181
2024 Q2	$250K	Buy	20,144 +397	+2%	+$4.94K	﹤0.01%	2245
2024 Q1	$243K	Buy	19,747 +390	+2%	+$4.67K	﹤0.01%	2145
2023 Q4	$222K	Buy	19,357 +427	+2%	+$4.87K	﹤0.01%	2038
2023 Q3	$221K	Sell	18,930 -121	-0.6%	-$1.4K	﹤0.01%	1882
2023 Q2	$216K	Buy	19,051 +902	+5%	+$9.87K	﹤0.01%	1859
2023 Q1	$198K	Buy	18,149 +351	+2%	+$3.96K	﹤0.01%	1845
2022 Q4	$193K	Sell	17,798 -770	-4%	-$8.44K	﹤0.01%	2038
2022 Q3	$202K	Sell	18,568 -318	-2%	-$3.76K	﹤0.01%	1873
2022 Q2	$217K	Buy	18,886 +263	+1%	+$3.29K	﹤0.01%	1853
2022 Q1	$250K	Buy	18,623 +291	+2%	+$4.08K	﹤0.01%	1698
2021 Q4	$269K	Buy	18,332 +224	+1%	+$3.38K	﹤0.01%	1667
2021 Q3	$275K	Buy	18,108 +227	+1%	+$3.37K	﹤0.01%	1742
2021 Q2	$270K	Buy	17,881 +225	+1%	+$3.25K	﹤0.01%	1635
2021 Q1	$250K	Buy	17,656 +127	+0.7%	+$1.77K	﹤0.01%	1579
2020 Q4	$235K	Buy	+17,529	New	+$230K	﹤0.01%	1615

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

Kestra Advisory Services's BGX Position: Q1 2026 in Review

Kestra Advisory Services increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 4.5% in Q1 2026, buying an estimated $15.6K and bringing the position to 32,738 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Kestra Advisory Services first reported a position in BGX in Q4 2020 and has held it in 18 quarters since. The position peaked at $365K in Q4 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

Kestra Advisory Services held 32,738 shares of Blackstone Long-Short Credit Income Fund worth $357K as of Q1 2026.
Kestra Advisory Services bought 1,400 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $15.6K.
Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2479 holding.
Kestra Advisory Services first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2020 and has held it in 18 quarters since.
Kestra Advisory Services's Blackstone Long-Short Credit Income Fund position peaked at $365K in Q4 2025.
52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.