B. Riley Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

B. Riley Wealth Advisors’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 Q3	–	Sell	-36,138	Closed	-$367K	–	1504
2023 Q2	$367K	Buy	+36,138	New	+$372K	0.01%	1019
2015 Q1	–	Sell	-1,586	Closed	-$20	–	750
2014 Q4	$20	Buy	+1,586	New	+$21.2K	﹤0.01%	2538
2014 Q3	–	Sell	-1,030	Closed	-$14.2K	–	805
2014 Q2	$14.2K	Buy	+1,030	New	+$14.1K	﹤0.01%	1633

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

RJFSA

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

B. Riley Wealth Advisors's BTZ Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2023, closing a stake of 36,138 shares — an estimated $367K sold.

B. Riley Wealth Advisors first reported a position in BTZ in Q2 2014 and held it in 3 quarters. The position peaked at $367K in Q2 2023. 132 funds tracked by Wall St. Rank hold BTZ as of Q3 2023.

B. Riley Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 36,138 BlackRock Credit Allocation Income Trust shares in Q3 2023, an estimated $367K.
B. Riley Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2014 and held it in 3 quarters.
B. Riley Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $367K in Q2 2023.
132 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.