Ameritas Advisory Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Ameritas Advisory Services’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	-6,969	Closed	-$77K	–	1081
2025 Q3	$77K	Hold	6,969	–	–	0.01%	927
2025 Q2	$76.1K	Buy	+6,969	New	+$73.4K	﹤0.01%	1105
2023 Q2	–	Sell	-7,763	Closed	-$79.9K	–	810
2023 Q1	$79.9K	Sell	7,763 -5,664	-42%	-$60.4K	﹤0.01%	1087
2022 Q4	$136K	Buy	+13,427	New	+$136K	0.01%	851

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Ameritas Advisory Services's BTZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 6,969 shares — an estimated $77K sold.

Ameritas Advisory Services first reported a position in BTZ in Q4 2022 and held it in 4 quarters. The position peaked at $136K in Q4 2022. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

Ameritas Advisory Services reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 6,969 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $77K.
Ameritas Advisory Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's BlackRock Credit Allocation Income Trust position peaked at $136K in Q4 2022.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.