Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Cetera Investment Advisers’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
2026
Q2 		$988K Sell
96,628
-139,441
-59% -$1.42M ﹤0.01% 3071
2026
Q1 		$2.38M Buy
236,069
+27,038
+13% +$284K ﹤0.01% 2136
2025
Q4 		$2.26M Buy
209,031
+32,482
+18% +$356K ﹤0.01% 2111
2025
Q3 		$1.95M Buy
176,549
+13,420
+8% +$148K ﹤0.01% 2190
2025
Q2 		$1.78M Buy
163,129
+74,266
+84% +$782K ﹤0.01% 1929
2025
Q1 		$953K Buy
88,863
+2,230
+3% +$23.9K ﹤0.01% 2295
2024
Q4 		$906K Buy
86,633
+9,984
+13% +$109K ﹤0.01% 2224
2024
Q3 		$865K Buy
76,649
+19,105
+33% +$209K ﹤0.01% 2220
2024
Q2 		$616K Buy
57,544
+15,342
+36% +$160K ﹤0.01% 2434
2024
Q1 		$451K Buy
+42,202
New +$453K ﹤0.01% 2678
2023
Q3 		– Sell
-14,554
Closed -$148K – 2218
2023
Q2 		$148K Buy
14,554
+704
+5% +$7.24K ﹤0.01% 2041
2023
Q1 		$143K Sell
13,850
-31
-0.2% -$330 ﹤0.01% 2012
2022
Q4 		$140K Buy
13,881
+3,360
+32% +$34.1K ﹤0.01% 1956
2022
Q3 		$100K Sell
10,521
-18,776
-64% -$206K ﹤0.01% 1584
2022
Q2 		$319K Buy
29,297
+11,015
+60% +$126K 0.01% 1375
2022
Q1 		$230K Buy
18,282
+52
+0.3% +$686 ﹤0.01% 1627
2021
Q4 		$274K Buy
18,230
+3
+0% +$45 ﹤0.01% 1540
2021
Q3 		$276K Sell
18,227
-38
-0.2% -$590 ﹤0.01% 1494
2021
Q2 		$285K Buy
18,265
+56
+0.3% +$837 ﹤0.01% 1449
2021
Q1 		$267K Buy
18,209
+42
+0.2% +$619 0.01% 1312
2020
Q4 		$267K Buy
+18,167
New +$261K 0.01% 1299

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

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

Cetera Investment Advisers reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 59% in Q2 2026, selling an estimated $1.42M and leaving 96,628 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Cetera Investment Advisers first reported a position in BTZ in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.38M in Q1 2026. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Cetera Investment Advisers held 96,628 shares of BlackRock Credit Allocation Income Trust worth $988K as of Q2 2026.
  • Cetera Investment Advisers sold 139,441 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $1.42M.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3071 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's BlackRock Credit Allocation Income Trust position peaked at $2.38M in Q1 2026.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

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