SIS
BGX

Sound Income Strategies’s Blackstone Long-Short Credit Income Fund BGX Stock Holding History

Sound Income Strategies’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
-842
Closed -$9.15K – 680
2026
Q1 		$9.15K Hold
842
– – ﹤0.01% 1550
2025
Q4 		$9.85K Buy
+842
New +$9.92K ﹤0.01% 1472

Other funds holding BGX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 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

Sound Income Strategies's BGX Position: Q2 2026 in Review

Sound Income Strategies sold out of Blackstone Long-Short Credit Income Fund (BGX) in Q2 2026, closing a stake of 842 shares — an estimated $9.15K sold.

Sound Income Strategies first reported a position in BGX in Q4 2025 and held it in 2 quarters. The position peaked at $9.85K in Q4 2025. 12 funds tracked by Wall St. Rank hold BGX as of Q2 2026.

  • Sound Income Strategies reported no remaining Blackstone Long-Short Credit Income Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 842 Blackstone Long-Short Credit Income Fund shares in Q2 2026, an estimated $9.15K.
  • Sound Income Strategies first reported a position in Blackstone Long-Short Credit Income Fund in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Blackstone Long-Short Credit Income Fund position peaked at $9.85K in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Blackstone Long-Short Credit Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.