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Generation Capital Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Generation Capital 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
Q2 		– Sell
-42,500
Closed -$456K – 79
2025
Q1 		$456K Hold
42,500
– – 0.41% 49
2024
Q4 		$445K Buy
+42,500
New +$463K 0.38% 52

Other funds holding BTZ

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Generation Capital Management's BTZ Position: Q2 2025 in Review

Generation Capital Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 42,500 shares — an estimated $456K sold.

Generation Capital Management first reported a position in BTZ in Q4 2024 and held it in 2 quarters. The position peaked at $456K in Q1 2025. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

  • Generation Capital Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
  • Generation Capital Management sold 42,500 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $456K.
  • Generation Capital Management first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 2 quarters.
  • Generation Capital Management's BlackRock Credit Allocation Income Trust position peaked at $456K in Q1 2025.
  • 143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on Generation Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.