Wealth Enhancement Advisory Services
BGB

Wealth Enhancement Advisory Services’s Blackstone Strategic Credit 2027 Term Fund BGB Stock Holding History

Wealth Enhancement Advisory Services’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 		$493K Sell
43,585
-2,200
-5% -$24.9K ﹤0.01% 2702
2026
Q1 		$509K Sell
45,785
-2,500
-5% -$28.8K ﹤0.01% 2306
2025
Q4 		$573K Sell
48,285
-1,290
-3% -$15.3K ﹤0.01% 2380
2025
Q3 		$594K Buy
49,575
+1,305
+3% +$16.2K ﹤0.01% 2224
2025
Q2 		$592K Buy
+48,270
New +$570K ﹤0.01% 2103

Other funds holding BGB

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
HighTower Advisors
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

Wealth Enhancement Advisory Services's BGB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Blackstone Strategic Credit 2027 Term Fund (BGB) stake by 4.8% in Q2 2026, selling an estimated $24.9K and leaving 43,585 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Wealth Enhancement Advisory Services first reported a position in BGB in Q2 2025 and has held it in 5 quarters since. The position peaked at $594K in Q3 2025. 86 funds tracked by Wall St. Rank hold BGB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,585 shares of Blackstone Strategic Credit 2027 Term Fund worth $493K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,200 Blackstone Strategic Credit 2027 Term Fund shares in Q2 2026, an estimated $24.9K.
  • Blackstone Strategic Credit 2027 Term Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2702 holding.
  • Wealth Enhancement Advisory Services first reported a position in Blackstone Strategic Credit 2027 Term Fund in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Blackstone Strategic Credit 2027 Term Fund position peaked at $594K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Blackstone Strategic Credit 2027 Term Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.