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

EP Wealth 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 Q2	$525K	Buy	51,358 +9,571	+23%	+$97.7K	﹤0.01%	1009
2026 Q1	$422K	Sell	41,787 -4,490	-10%	-$47.1K	﹤0.01%	982
2025 Q4	$501K	Buy	+46,277	New	+$507K	﹤0.01%	876
2025 Q2	$868K	Sell	79,470 -4,718	-6%	-$49.7K	0.01%	598
2025 Q1	$902K	Sell	84,188 -23,624	-22%	-$253K	0.01%	531
2024 Q4	$1.13M	Sell	107,812 -9,481	-8%	-$103K	0.01%	468
2024 Q3	$1.32M	Sell	117,293 -2,129	-2%	-$23.2K	0.01%	436
2024 Q2	$1.28M	Sell	119,422 -6,607	-5%	-$69K	0.01%	348
2024 Q1	$1.35M	Sell	126,029 -7,113	-5%	-$76.4K	0.02%	328
2023 Q4	$1.37M	Sell	133,142 -5,240	-4%	-$51.4K	0.02%	321
2023 Q3	$1.34M	Buy	138,382 +128,382	+1,284%	+$1.29M	0.02%	284
2023 Q2	$1.44M	Buy	+10,000	New	+$103K	0.02%	284

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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 30.02% 1-Year Est. Return

EP Wealth Advisors's BTZ Position: Q2 2026 in Review

EP Wealth Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 23% in Q2 2026, buying an estimated $97.7K and bringing the position to 51,358 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

EP Wealth Advisors first reported a position in BTZ in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.44M in Q2 2023. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

EP Wealth Advisors held 51,358 shares of BlackRock Credit Allocation Income Trust worth $525K as of Q2 2026.
EP Wealth Advisors bought 9,571 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $97.7K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1009 holding.
EP Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2023 and has held it in 12 quarters since.
EP Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $1.44M in Q2 2023.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.