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 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

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return