Gen-Wealth Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Gen-Wealth Partners’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	–	Sell	-575	Closed	-$6.23K	–	732
2025 Q4	$6.23K	Hold	575	–	–	﹤0.01%	558
2025 Q3	$6.35K	Hold	575	–	–	﹤0.01%	550
2025 Q2	$6.28K	Hold	575	–	–	﹤0.01%	502
2025 Q1	$6.16K	Hold	575	–	–	﹤0.01%	479
2024 Q4	$6.01K	Hold	575	–	–	﹤0.01%	509
2024 Q3	$6.18K	Hold	575	–	–	﹤0.01%	528
2024 Q2	$6.16K	Hold	575	–	–	﹤0.01%	499
2024 Q1	$6.15K	Buy	+575	New	+$6.18K	﹤0.01%	484

Other funds holding BTZ

SIA

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

CIA

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

Gen-Wealth Partners's BTZ Position: Q1 2026 in Review

Gen-Wealth Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 575 shares — an estimated $6.23K sold.

Gen-Wealth Partners first reported a position in BTZ in Q1 2024 and held it in 8 quarters. The position peaked at $6.35K in Q3 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Gen-Wealth Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
Gen-Wealth Partners sold 575 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $6.23K.
Gen-Wealth Partners first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 8 quarters.
Gen-Wealth Partners's BlackRock Credit Allocation Income Trust position peaked at $6.35K in Q3 2025.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.