SWA
BGX

Sax Wealth Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Sax Wealth 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
Q2 		$205K Sell
18,787
-232
-1% -$2.53K 0.01% 519
2026
Q1 		$222K Hold
19,019
– – 0.01% 453
2025
Q4 		$222K Buy
+19,019
New +$224K 0.01% 461

Other funds holding BGX

SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors's BGX Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 1.2% in Q2 2026, selling an estimated $2.53K and leaving 18,787 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #519.

Sax Wealth Advisors first reported a position in BGX in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 5 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Sax Wealth Advisors held 18,787 shares of Blackstone Long-Short Credit Income Fund worth $205K as of Q2 2026.
  • Sax Wealth Advisors sold 232 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $2.53K.
  • Blackstone Long-Short Credit Income Fund made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • Sax Wealth Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Sax Wealth Advisors's Blackstone Long-Short Credit Income Fund position peaked at $222K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.