AWS
BGT icon

Atria Wealth Solutions’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Atria Wealth Solutions’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,024
Closed -$187K – 1499
2025
Q1 		$187K Buy
15,024
+187
+1% +$2.36K ﹤0.01% 1735
2024
Q4 		$191K Sell
14,837
-23,243
-61% -$303K ﹤0.01% 1844
2024
Q3 		$493K Buy
38,080
+9,966
+35% +$128K 0.01% 1257
2024
Q2 		$359K Buy
28,114
+306
+1% +$3.98K ﹤0.01% 1400
2024
Q1 		$361K Buy
27,808
+12,587
+83% +$159K ﹤0.01% 1430
2023
Q4 		$188K Sell
15,221
-2,424
-14% -$29K ﹤0.01% 1793
2023
Q3 		$213K Hold
17,645
– – ﹤0.01% 1665
2023
Q2 		$206K Hold
17,645
– – ﹤0.01% 1680
2023
Q1 		$198K Hold
17,645
– – ﹤0.01% 1683
2022
Q4 		$193K Sell
17,645
-5,000
-22% -$55.4K ﹤0.01% 1623
2022
Q3 		$246K Buy
+22,645
New +$260K ﹤0.01% 1432
2022
Q2 		– Sell
-19,729
Closed -$252K – 1648
2022
Q1 		$252K Buy
+19,729
New +$258K ﹤0.01% 1419

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return