SeaCrest Wealth Management’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

SeaCrest Wealth Management’s Portfolio BGB Stock Details BGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-13,918	Closed	-$155K	–	560
2026 Q1	$155K	Buy	13,918 +2,600	+23%	+$30K	0.02%	621
2025 Q4	$135K	Buy	+11,318	New	+$134K	0.01%	620
2022 Q3	–	Sell	-2,615	Closed	-$29K	–	712
2022 Q2	$29K	Buy	+2,615	New	+$31.4K	﹤0.01%	1339
2021 Q3	–	Sell	-10,364	Closed	-$144K	–	680
2021 Q2	$144K	Buy	10,364 +48	+0.5%	+$650	0.02%	664
2021 Q1	$138K	Buy	+10,316	New	+$135K	0.02%	635
2020 Q4	–	Sell	-10,007	Closed	-$122K	–	625
2020 Q3	$122K	Buy	+10,007	New	+$118K	0.02%	556
2020 Q1	–	Sell	-10,985	Closed	-$158K	–	513
2019 Q4	$158K	Buy	+10,985	New	+$155K	0.03%	529

Other funds holding BGB

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBA

Coastal Bridge Advisors Westport, Connecticut $1.62B AUM 36.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SeaCrest Wealth Management's BGB Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Blackstone Strategic Credit 2027 Term Fund (BGB) in Q2 2026, closing a stake of 13,918 shares — an estimated $155K sold.

SeaCrest Wealth Management first reported a position in BGB in Q4 2019 and held it in 7 quarters. The position peaked at $158K in Q4 2019. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

SeaCrest Wealth Management reported no remaining Blackstone Strategic Credit 2027 Term Fund position as of Q2 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 13,918 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $155K.
SeaCrest Wealth Management first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q4 2019 and held it in 7 quarters.
SeaCrest Wealth Management's Blackstone Strategic Credit 2027 Term Fund position peaked at $158K in Q4 2019.
86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

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