Adapt Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Adapt Wealth Advisors’s Portfolio BTZ Stock Details BTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-15,000	Closed	-$166K	–	110
2025 Q3	$166K	Buy	+15,000	New	+$165K	0.06%	101

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Adapt Wealth Advisors's BTZ Position: Q4 2025 in Review

Adapt Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 15,000 shares — an estimated $166K sold.

Adapt Wealth Advisors first reported a position in BTZ in Q3 2025 and held it in 1 quarter. The position peaked at $166K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

Adapt Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
Adapt Wealth Advisors sold 15,000 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $166K.
Adapt Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and held it in 1 quarter.
Adapt Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $166K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Adapt Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.