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Evolve Private Wealth’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Evolve Private Wealth’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 		– Sell
-11,223
Closed -$113K – 1027
2026
Q1 		$113K Sell
11,223
-30
-0.3% -$315 0.01% 975
2025
Q4 		$122K Buy
+11,253
New +$123K 0.01% 908

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

Evolve Private Wealth's BTZ Position: Q2 2026 in Review

Evolve Private Wealth sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 11,223 shares — an estimated $113K sold.

Evolve Private Wealth first reported a position in BTZ in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q4 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Evolve Private Wealth reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 11,223 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $113K.
  • Evolve Private Wealth first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's BlackRock Credit Allocation Income Trust position peaked at $122K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

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