EH
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Equitable Holdings’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Equitable Holdings’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 		$209K Buy
20,447
+6,048
+42% +$61.8K ﹤0.01% 1693
2026
Q1 		$156K Buy
14,399
+2,569
+22% +$26.9K ﹤0.01% 1621
2025
Q4 		$128K Buy
11,830
+1,614
+16% +$17.7K ﹤0.01% 1527
2025
Q3 		$113K Buy
+10,216
New +$112K ﹤0.01% 1490

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 30.02% 1-Year Est. Return

Equitable Holdings's BTZ Position: Q2 2026 in Review

Equitable Holdings increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 42% in Q2 2026, buying an estimated $61.8K and bringing the position to 20,447 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Equitable Holdings first reported a position in BTZ in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Equitable Holdings held 20,447 shares of BlackRock Credit Allocation Income Trust worth $209K as of Q2 2026.
  • Equitable Holdings bought 6,048 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $61.8K.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1693 holding.
  • Equitable Holdings first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.