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

Alteri Wealth’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
2026
Q2 		$534K Buy
52,262
+110
+0.2% +$1.12K 0.15% 162
2026
Q1 		$527K Buy
52,152
+307
+0.6% +$3.22K 0.17% 153
2025
Q4 		$561K Buy
51,845
+2,001
+4% +$21.9K 0.18% 139
2025
Q3 		$551K Buy
49,844
+1,628
+3% +$17.9K 0.19% 134
2025
Q2 		$527K Buy
48,216
+7,286
+18% +$76.7K 0.2% 128
2025
Q1 		$439K Buy
40,930
+2,088
+5% +$22.3K 0.19% 139
2024
Q4 		$406K Buy
+38,842
New +$423K 0.11% 147

Other funds holding BTZ

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Alteri Wealth's BTZ Position: Q2 2026 in Review

Alteri Wealth increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.21% in Q2 2026, buying an estimated $1.12K and bringing the position to 52,262 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #162.

Alteri Wealth first reported a position in BTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $561K in Q4 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Alteri Wealth held 52,262 shares of BlackRock Credit Allocation Income Trust worth $534K as of Q2 2026.
  • Alteri Wealth bought 110 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $1.12K.
  • BlackRock Credit Allocation Income Trust made up 0.15% of Alteri Wealth's portfolio in Q2 2026, its #162 holding.
  • Alteri Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's BlackRock Credit Allocation Income Trust position peaked at $561K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.