Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$427K Sell
40,098
-16,503
-29% -$179K ﹤0.01% 3847
2026
Q1 		$609K Buy
56,601
+563
+1% +$6.28K ﹤0.01% 3327
2025
Q4 		$635K Sell
56,038
-20,641
-27% -$239K ﹤0.01% 3229
2025
Q3 		$932K Buy
76,679
+58,147
+314% +$724K ﹤0.01% 2829
2025
Q2 		$232K Buy
+18,532
New +$225K ﹤0.01% 3615

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers's BGT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its BlackRock Floating Rate Income Trust (BGT) stake by 29% in Q2 2026, selling an estimated $179K and leaving 40,098 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #3847.

Cetera Investment Advisers first reported a position in BGT in Q2 2025 and has held it in 5 quarters since. The position peaked at $932K in Q3 2025. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Cetera Investment Advisers held 40,098 shares of BlackRock Floating Rate Income Trust worth $427K as of Q2 2026.
  • Cetera Investment Advisers sold 16,503 BlackRock Floating Rate Income Trust shares in Q2 2026, an estimated $179K.
  • BlackRock Floating Rate Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3847 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Floating Rate Income Trust in Q2 2025 and has held it in 5 quarters since.
  • Cetera Investment Advisers's BlackRock Floating Rate Income Trust position peaked at $932K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.