Atticus Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-1,964	Closed	-$21.4K	–	260
2025 Q2	$21.4K	Sell	1,964 -1,000	-34%	-$10.5K	0.01%	408
2025 Q1	$31.8K	Hold	2,964	–	–	0.01%	277
2024 Q4	$31K	Hold	2,964	–	–	0.01%	290
2024 Q3	$33.4K	Hold	2,964	–	–	0.01%	281
2024 Q2	$31.7K	Buy	2,964 +1,964	+196%	+$20.5K	0.01%	273
2024 Q1	$10.7K	Hold	1,000	–	–	﹤0.01%	390
2023 Q4	$10.3K	Hold	1,000	–	–	﹤0.01%	400
2023 Q3	$9.68K	Hold	1,000	–	–	﹤0.01%	409
2023 Q2	$10.2K	Hold	1,000	–	–	﹤0.01%	397
2023 Q1	$10.3K	Hold	1,000	–	–	﹤0.01%	381
2022 Q4	$10.1K	Hold	1,000	–	–	﹤0.01%	387
2022 Q3	$11K	Hold	1,000	–	–	0.01%	370
2022 Q2	$11K	Hold	1,000	–	–	﹤0.01%	401
2022 Q1	$13K	Hold	1,000	–	–	﹤0.01%	379
2021 Q4	$15K	Hold	1,000	–	–	0.01%	329
2021 Q3	$15K	Hold	1,000	–	–	0.01%	328
2021 Q2	$16K	Hold	1,000	–	–	0.01%	304
2021 Q1	$15K	Hold	1,000	–	–	0.01%	285
2020 Q4	$15K	Hold	1,000	–	–	0.01%	274
2020 Q3	$14K	Hold	1,000	–	–	0.01%	240
2020 Q2	$13K	Hold	1,000	–	–	0.01%	232
2020 Q1	$12K	Hold	1,000	–	–	0.01%	219
2019 Q4	$14K	Buy	+1,000	New	+$13.6K	0.01%	238

Other funds holding BTZ

SIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CIA

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

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

Atticus Wealth Management's BTZ Position: Q3 2025 in Review

Atticus Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 1,964 shares — an estimated $21.4K sold.

Atticus Wealth Management first reported a position in BTZ in Q4 2019 and held it in 23 quarters. The position peaked at $33.4K in Q3 2024. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

Atticus Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,964 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $21.4K.
Atticus Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $33.4K in Q3 2024.
150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.