Future Financial Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Future Financial 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
2026 Q2	$169K	Hold	17,000	–	–	0.11%	126
2026 Q1	$177K	Hold	17,000	–	–	0.11%	122
2025 Q4	$179K	Hold	17,000	–	–	0.12%	121
2025 Q3	$188K	Hold	17,000	–	–	0.12%	120
2025 Q2	$186K	Hold	17,000	–	–	0.13%	121
2025 Q1	$182K	Hold	17,000	–	–	0.13%	117
2024 Q4	$178K	Hold	17,000	–	–	0.13%	114
2024 Q3	$192K	Hold	17,000	–	–	0.14%	116
2024 Q2	$182K	Hold	17,000	–	–	0.16%	112
2024 Q1	$182K	Hold	17,000	–	–	0.14%	124
2023 Q4	$175K	Buy	+17,000	New	+$167K	0.17%	103
2022 Q2	–	Sell	-5,000	Closed	-$63K	–	170
2022 Q1	$63K	Hold	5,000	–	–	0.05%	241
2021 Q4	$74K	Buy	+5,000	New	+$75.5K	0.06%	223

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

Future Financial Wealth Management's BTZ Position: Q2 2026 in Review

Future Financial Wealth Management held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 17,000 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #126.

Future Financial Wealth Management first reported a position in BTZ in Q4 2021 and has held it in 13 quarters since. The position peaked at $192K in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Future Financial Wealth Management held 17,000 shares of BlackRock Credit Allocation Income Trust worth $169K as of Q2 2026.
Future Financial Wealth Management left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.11% of Future Financial Wealth Management's portfolio in Q2 2026, its #126 holding.
Future Financial Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2021 and has held it in 13 quarters since.
Future Financial Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $192K in Q3 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.