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

Axxcess 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
2023 Q2	–	Sell	-11,412	Closed	-$117K	–	605
2023 Q1	$117K	Hold	11,412	–	–	0.01%	613
2022 Q4	$115K	Buy	+11,412	New	+$116K	0.01%	590

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIA

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Axxcess Wealth Management's BTZ Position: Q2 2023 in Review

Axxcess Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2023, closing a stake of 11,412 shares — an estimated $117K sold.

Axxcess Wealth Management first reported a position in BTZ in Q4 2022 and held it in 2 quarters. The position peaked at $117K in Q1 2023. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2023.

Axxcess Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2023 after selling out during the quarter.
Axxcess Wealth Management sold 11,412 BlackRock Credit Allocation Income Trust shares in Q2 2023, an estimated $117K.
Axxcess Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 2 quarters.
Axxcess Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $117K in Q1 2023.
138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.