Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock Income Trust BKT Stock Holding History

Cetera Investment Advisers’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.4M Buy
132,363
+30,891
+30% +$340K ﹤0.01% 2609
2025
Q4 		$1.12M Buy
101,472
+3,755
+4% +$41.7K ﹤0.01% 2727
2025
Q3 		$1.1M Buy
97,717
+57,630
+144% +$671K ﹤0.01% 2691
2025
Q2 		$471K Buy
40,087
+437
+1% +$5.05K ﹤0.01% 3012
2025
Q1 		$470K Buy
39,650
+5,094
+15% +$59.5K ﹤0.01% 2899
2024
Q4 		$398K Sell
34,556
-57
-0.2% -$681 ﹤0.01% 2873
2024
Q3 		$430K Buy
+34,613
New +$425K ﹤0.01% 2771
2022
Q4 		– Sell
-3,953
Closed -$49K – 2117
2022
Q3 		$49K Sell
3,953
-6,663
-63% -$90.7K ﹤0.01% 1618
2022
Q2 		$145K Buy
10,616
+6,616
+165% +$92.8K ﹤0.01% 1706
2022
Q1 		$62K Hold
4,000
– – ﹤0.01% 1826
2021
Q4 		$68K Hold
4,000
– – ﹤0.01% 1818
2021
Q3 		$73K Hold
4,000
– – ﹤0.01% 1751
2021
Q2 		$76K Buy
+4,000
New +$74.5K ﹤0.01% 1739

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return