GPS Wealth Strategies Group’s BlackRock Income Trust BKT Stock Holding History

GPS Wealth Strategies Group’s Portfolio BKT Stock Details BKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-766	Closed	-$9.14K	–	1400
2024 Q2	$9.14K	Hold	766	–	–	﹤0.01%	936
2024 Q1	$9.12K	Hold	766	–	–	﹤0.01%	879
2023 Q4	$9.33K	Hold	766	–	–	﹤0.01%	854
2023 Q3	$8.72K	Hold	766	–	–	﹤0.01%	867
2023 Q2	$9.32K	Hold	766	–	–	﹤0.01%	860
2023 Q1	$9.64K	Buy	+766	New	+$9.81K	﹤0.01%	847
2022 Q4	–	Sell	-767	Closed	-$10K	–	215
2022 Q3	$10K	Hold	767	–	–	﹤0.01%	753
2022 Q2	$10K	Hold	767	–	–	﹤0.01%	750
2022 Q1	$12K	Hold	767	–	–	﹤0.01%	686
2021 Q4	$13K	Sell	767 -333	-30%	-$5.93K	﹤0.01%	672
2021 Q3	$20K	Hold	1,100	–	–	0.01%	560
2021 Q2	$21K	Hold	1,100	–	–	0.01%	567
2021 Q1	$20K	Buy	+1,100	New	+$20.1K	0.01%	543

Other funds holding BKT

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

GPS Wealth Strategies Group's BKT Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of BlackRock Income Trust (BKT) in Q3 2024, closing a stake of 766 shares — an estimated $9.14K sold.

GPS Wealth Strategies Group first reported a position in BKT in Q1 2021 and held it in 13 quarters. The position peaked at $21K in Q2 2021. 50 funds tracked by Wall St. Rank hold BKT as of Q3 2024.

GPS Wealth Strategies Group reported no remaining BlackRock Income Trust position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 766 BlackRock Income Trust shares in Q3 2024, an estimated $9.14K.
GPS Wealth Strategies Group first reported a position in BlackRock Income Trust in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's BlackRock Income Trust position peaked at $21K in Q2 2021.
50 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.