Kestra Advisory Services, LLC BGX BLACKSTONE LONG-SHORT CREDIT

Ownership history in Kestra Advisory Services, LLC  ·  18 quarters on record

AI Ownership Summary

Kestra Advisory Services, LLC reported BLACKSTONE LONG-SHORT CREDIT (BGX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BGX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kestra Advisory Services, LLC's position in BLACKSTONE LONG-SHORT CREDIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BGX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kestra Advisory Services, LLC held BGX — position size vs. price
% of Fund (quarterly)    BGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,738 +1,400 +4.5% 0.00% $357K 2026-04-30 $11.02
2025 Q4 ADDED 31,338 +10,806 +52.6% 0.00% $365K 2026-02-13 $11.05
2024 Q3 ADDED 20,532 +388 +1.9% 0.00% $263K 2024-11-13 $11.13
2024 Q2 ADDED 20,144 +397 +2.0% 0.00% $250K 2024-08-14 $10.98
2024 Q1 ADDED 19,747 +390 +2.0% 0.00% $243K 2024-05-15 $10.60
2023 Q4 ADDED 19,357 +427 +2.3% 0.00% $222K 2024-02-14 $9.80
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kestra Advisory Services, LLC and BGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kestra Advisory Services, LLC reported owning BGX?

Kestra Advisory Services, LLC reported BGX across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BGX position in Kestra Advisory Services, LLC's portfolio?

The largest reported portfolio weight for BGX was 0.00% in 2023 Q4.

What is the latest reported BGX position on this page?

The most recent filing on this page is 2026 Q1, when Kestra Advisory Services, LLC reported 32,738 shares, equal to 0.00% of portfolio, with an estimated market value of $357K.

What does the chart on this BGX ownership page compare?

The chart compares Kestra Advisory Services, LLC's quarterly BGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kestra Advisory Services, LLC time their BGX position?

Based on 13F filing dates vs. subsequent BGX price moves, Kestra Advisory Services, LLC correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on BGX relative to SPY over the holding period was -7.4%.

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