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AmeriFlex Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

AmeriFlex Group’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
Q2 		– Sell
-351
Closed -$3.76K – 1083
2025
Q1 		$3.76K Hold
351
– – ﹤0.01% 1052
2024
Q4 		$3.79K Buy
+351
New +$3.82K ﹤0.01% 958

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AmeriFlex Group's BTZ Position: Q2 2025 in Review

AmeriFlex Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 351 shares — an estimated $3.76K sold.

AmeriFlex Group first reported a position in BTZ in Q4 2024 and held it in 2 quarters. The position peaked at $3.79K in Q4 2024. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

  • AmeriFlex Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
  • AmeriFlex Group sold 351 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $3.76K.
  • AmeriFlex Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 2 quarters.
  • AmeriFlex Group's BlackRock Credit Allocation Income Trust position peaked at $3.79K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on AmeriFlex Group's 13F filing for Q2 2025, filed 21 Jul 2025.