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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Atria Wealth Solutions's BGT Position: Q2 2025 in Review

Atria Wealth Solutions sold out of BlackRock Floating Rate Income Trust (BGT) in Q2 2025, closing a stake of 15,024 shares — an estimated $187K sold.

Atria Wealth Solutions first reported a position in BGT in Q1 2022 and held it in 12 quarters. The position peaked at $493K in Q3 2024. 62 funds tracked by Wall St. Rank hold BGT as of Q2 2025.

Atria Wealth Solutions reported no remaining BlackRock Floating Rate Income Trust position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 15,024 BlackRock Floating Rate Income Trust shares in Q2 2025, an estimated $187K.
Atria Wealth Solutions first reported a position in BlackRock Floating Rate Income Trust in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's BlackRock Floating Rate Income Trust position peaked at $493K in Q3 2024.
62 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.