EWM
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Evolution Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Evolution Wealth Management’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
2025
Q3 		– Sell
-65
Closed -$710 – 605
2025
Q2 		$710 Buy
+65
New +$684 ﹤0.01% 547

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Evolution Wealth Management's BTZ Position: Q3 2025 in Review

Evolution Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 65 shares — an estimated $710 sold.

Evolution Wealth Management first reported a position in BTZ in Q2 2025 and held it in 1 quarter. The position peaked at $710 in Q2 2025. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • Evolution Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 65 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $710.
  • Evolution Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $710 in Q2 2025.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.