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
Q2 		– Sell
-18,107
Closed -$197K – 655
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 $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Soltis Investment Advisors's BGX Position: Q2 2026 in Review

Soltis Investment Advisors sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2026, closing a stake of 18,107 shares — an estimated $197K sold.

Soltis Investment Advisors first reported a position in BGX in Q3 2025 and held it in 3 quarters. The position peaked at $776K in Q3 2025. 49 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Soltis Investment Advisors reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2026 after selling out during the quarter.
  • Soltis Investment Advisors sold 18,107 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $197K.
  • Soltis Investment Advisors first reported a position in Blackstone Long-Short Credit Income Fund in Q3 2025 and held it in 3 quarters.
  • Soltis Investment Advisors's Blackstone Long-Short Credit Income Fund position peaked at $776K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.