SIA
BGX

Soltis Investment Advisors’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Soltis Investment 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
Q1 		$197K Sell
18,107
-12,721
-41% -$142K 0.01% 552
2025
Q4 		$359K Sell
30,828
-33,798
-52% -$398K 0.02% 374
2025
Q3 		$776K Buy
+64,626
New +$804K 0.05% 233

Other funds holding BGX

Pathstone Holdings
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
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
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

Soltis Investment Advisors's BGX Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Blackstone Long-Short Credit Income Fund (BGX) stake by 41% in Q1 2026, selling an estimated $142K and leaving 18,107 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #552.

Soltis Investment Advisors first reported a position in BGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $776K in Q3 2025. 52 funds tracked by Wall St. Rank hold BGX as of Q1 2026.

  • Soltis Investment Advisors held 18,107 shares of Blackstone Long-Short Credit Income Fund worth $197K as of Q1 2026.
  • Soltis Investment Advisors sold 12,721 Blackstone Long-Short Credit Income Fund shares in Q1 2026, an estimated $142K.
  • Blackstone Long-Short Credit Income Fund made up 0.01% of Soltis Investment Advisors's portfolio in Q1 2026, its #552 holding.
  • Soltis Investment Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Soltis Investment Advisors's Blackstone Long-Short Credit Income Fund position peaked at $776K in Q3 2025.
  • 52 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.