Kestra Advisory Services
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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
Q3 		$1.14M Buy
108,384
+91,633
+547% +$984K ﹤0.01% 1864
2026
Q2 		$182K Sell
16,751
-15,987
-49% -$174K ﹤0.01% 3120
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% +$9.9K ﹤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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Thomas J. Herzfeld Advisors
Thomas J. Herzfeld Advisors Miami Beach, Florida $286M AUM 7.72% 1-Year Est. Return
Adapt Wealth Advisors
Adapt Wealth Advisors Atlanta, Georgia $291M AUM 21.42% 1-Year Est. Return
Matisse Capital
Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.34B AUM 18.69% 1-Year Est. Return

Kestra Advisory Services's BGX Position: Q3 2026 in Review

Kestra Advisory Services increased its Blackstone Long-Short Credit Income Fund (BGX) stake by 547% in Q3 2026, buying an estimated $984K and bringing the position to 108,384 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Kestra Advisory Services first reported a position in BGX in Q4 2020 and has held it in 20 quarters since. 34 funds tracked by Wall St. Rank hold BGX as of Q3 2026.

  • Kestra Advisory Services held 108,384 shares of Blackstone Long-Short Credit Income Fund worth $1.14M as of Q3 2026.
  • Kestra Advisory Services bought 91,633 Blackstone Long-Short Credit Income Fund shares in Q3 2026, an estimated $984K.
  • Blackstone Long-Short Credit Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1864 holding.
  • Kestra Advisory Services first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2020 and has held it in 20 quarters since.
  • 34 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.