SWM
BGX

SeaCrest Wealth Management’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

SeaCrest Wealth Management’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 		$467K Sell
42,950
-16,298
-28% -$177K 0.05% 301
2026
Q1 		$646K Buy
59,248
+12,400
+26% +$138K 0.07% 268
2025
Q4 		$546K Buy
46,848
+2,948
+7% +$34.7K 0.06% 299
2025
Q3 		$527K Buy
43,900
+7,500
+21% +$93.3K 0.06% 297
2025
Q2 		$452K Buy
+36,400
New +$439K 0.05% 346

Other funds holding BGX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

SeaCrest Wealth Management reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 28% in Q2 2026, selling an estimated $177K and leaving 42,950 shares worth $467K. The position accounts for 0.05% of the portfolio, ranked #301.

SeaCrest Wealth Management first reported a position in BGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $646K in Q1 2026. 15 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • SeaCrest Wealth Management held 42,950 shares of Blackstone Long-Short Credit Income Fund worth $467K as of Q2 2026.
  • SeaCrest Wealth Management sold 16,298 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $177K.
  • Blackstone Long-Short Credit Income Fund made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #301 holding.
  • SeaCrest Wealth Management first reported a position in Blackstone Long-Short Credit Income Fund in Q2 2025 and has held it in 5 quarters since.
  • SeaCrest Wealth Management's Blackstone Long-Short Credit Income Fund position peaked at $646K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

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