AWS
BFZ

Atria Wealth Solutions’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Atria Wealth Solutions’s Portfolio BFZ Stock Details BFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,510
Closed -$196K – 1876
2024
Q4 		$196K Sell
17,510
-30,000
-63% -$352K ﹤0.01% 1839
2024
Q3 		$577K Buy
+47,510
New +$570K 0.01% 1171
2023
Q1 		– Sell
-42,103
Closed -$455K – 1863
2022
Q4 		$455K Buy
42,103
+25,503
+154% +$270K 0.01% 1129
2022
Q3 		$171K Buy
+16,600
New +$188K ﹤0.01% 1580

Other funds holding BFZ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Atria Wealth Solutions's BFZ Position: Q1 2025 in Review

Atria Wealth Solutions sold out of BlackRock CA Municipal Income Trust (BFZ) in Q1 2025, closing a stake of 17,510 shares — an estimated $196K sold.

Atria Wealth Solutions first reported a position in BFZ in Q3 2022 and held it in 4 quarters. The position peaked at $577K in Q3 2024. 59 funds tracked by Wall St. Rank hold BFZ as of Q1 2025.

  • Atria Wealth Solutions reported no remaining BlackRock CA Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 17,510 BlackRock CA Municipal Income Trust shares in Q1 2025, an estimated $196K.
  • Atria Wealth Solutions first reported a position in BlackRock CA Municipal Income Trust in Q3 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's BlackRock CA Municipal Income Trust position peaked at $577K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.