Allworth Financial’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Allworth Financial’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	-1,707	Closed	-$18.9K	–	5056
2025 Q3	$18.9K	Buy	+1,707	New	+$18.8K	﹤0.01%	2745
2017 Q1	–	Hold	0	–	–	–	547

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

Allworth Financial's BTZ Position: Q4 2025 in Review

Allworth Financial sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 1,707 shares — an estimated $18.9K sold.

Allworth Financial first reported a position in BTZ in Q3 2025 and held it in 1 quarter. The position peaked at $18.9K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

Allworth Financial reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 1,707 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $18.9K.
Allworth Financial first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and held it in 1 quarter.
Allworth Financial's BlackRock Credit Allocation Income Trust position peaked at $18.9K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.