Cetera Advisor Networks’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$109K	Buy	+10,178	New	+$109K	﹤0.01%	2683
2023 Q4	–	Sell	-10,486	Closed	-$102K	–	2789
2023 Q3	$102K	Buy	+10,486	New	+$105K	﹤0.01%	2561
2022 Q1	–	Sell	-12,398	Closed	-$187K	–	2079
2021 Q4	$187K	Buy	12,398 +2,200	+22%	+$33.2K	﹤0.01%	1892
2021 Q3	$154K	Buy	+10,198	New	+$158K	﹤0.01%	1849
2020 Q3	–	Sell	-4,570	Closed	-$60K	–	1452
2020 Q2	$60K	Buy	+4,570	New	+$60.2K	﹤0.01%	1798

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

CIA

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

Cetera Advisor Networks's BTZ Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q1 2024: 10,178 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #2683 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in BTZ as recently as Q3 2023.

Cetera Advisor Networks first reported a position in BTZ in Q2 2020 and has held it in 5 quarters since. The position peaked at $187K in Q4 2021. 141 funds tracked by Wall St. Rank hold BTZ as of Q1 2024.

Cetera Advisor Networks held 10,178 shares of BlackRock Credit Allocation Income Trust worth $109K as of Q1 2024.
BlackRock Credit Allocation Income Trust was a new Cetera Advisor Networks position in Q1 2024.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2683 holding.
Cetera Advisor Networks first reported a position in BlackRock Credit Allocation Income Trust in Q2 2020 and has held it in 5 quarters since.
Cetera Advisor Networks's BlackRock Credit Allocation Income Trust position peaked at $187K in Q4 2021.
141 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.