AAS
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Avantax Advisory Services’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Avantax Advisory Services’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 		$438K Buy
34,983
+580
+2% +$7.05K ﹤0.01% 1664
2025
Q1 		$427K Buy
34,403
+1,398
+4% +$17.7K ﹤0.01% 1608
2024
Q4 		$424K Buy
33,005
+12,447
+61% +$162K ﹤0.01% 1556
2024
Q3 		$266K Buy
20,558
+1,506
+8% +$19.4K ﹤0.01% 1843
2024
Q2 		$243K Buy
19,052
+317
+2% +$4.13K ﹤0.01% 1836
2024
Q1 		$243K Buy
18,735
+2,112
+13% +$26.7K ﹤0.01% 1426
2023
Q4 		$206K Buy
+16,623
New +$199K ﹤0.01% 1465

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Avantax Advisory Services's BGT Position: Q2 2025 in Review

Avantax Advisory Services increased its BlackRock Floating Rate Income Trust (BGT) stake by 1.7% in Q2 2025, buying an estimated $7.05K and bringing the position to 34,983 shares worth $438K. The position accounts for ﹤0.01% of the portfolio, ranked #1664.

Avantax Advisory Services first reported a position in BGT in Q4 2023 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold BGT as of Q2 2025.

  • Avantax Advisory Services held 34,983 shares of BlackRock Floating Rate Income Trust worth $438K as of Q2 2025.
  • Avantax Advisory Services bought 580 BlackRock Floating Rate Income Trust shares in Q2 2025, an estimated $7.05K.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1664 holding.
  • Avantax Advisory Services first reported a position in BlackRock Floating Rate Income Trust in Q4 2023 and has held it in 7 quarters since.
  • 62 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.