CoreCap Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

CoreCap 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
2026 Q1	–	Sell	-1,086	Closed	-$11.8K	–	2957
2025 Q4	$11.8K	Hold	1,086	–	–	﹤0.01%	1906
2025 Q3	$12K	Hold	1,086	–	–	﹤0.01%	1862
2025 Q2	$11.9K	Hold	1,086	–	–	﹤0.01%	1806
2025 Q1	$11.6K	Hold	1,086	–	–	﹤0.01%	1757
2024 Q4	$11.4K	Hold	1,086	–	–	﹤0.01%	1726
2024 Q3	$12.3K	Buy	+1,086	New	+$11.9K	﹤0.01%	1724
2024 Q2	–	Sell	-1,086	Closed	-$11.6K	–	1738
2024 Q1	$11.6K	Buy	+1,086	New	+$11.7K	﹤0.01%	1697
2022 Q4	$11K	Buy	+1,086	New	+$11K	﹤0.01%	1516
2022 Q3	–	Sell	-1,086	Closed	-$12K	–	739
2022 Q2	$12K	Buy	+1,086	New	+$12.4K	﹤0.01%	1410
2022 Q1	–	Sell	-979	Closed	-$15K	–	750
2021 Q4	$15K	Buy	+979	New	+$14.8K	﹤0.01%	1408

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

CoreCap Advisors's BTZ Position: Q1 2026 in Review

CoreCap Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 1,086 shares — an estimated $11.8K sold.

CoreCap Advisors first reported a position in BTZ in Q4 2021 and held it in 10 quarters. The position peaked at $15K in Q4 2021. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

CoreCap Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
CoreCap Advisors sold 1,086 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $11.8K.
CoreCap Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and held it in 10 quarters.
CoreCap Advisors's BlackRock Credit Allocation Income Trust position peaked at $15K in Q4 2021.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on CoreCap Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.