GPS Wealth Strategies Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-2,250	Closed	-$24.9K	–	686
2025 Q3	$24.9K	Hold	2,250	–	–	﹤0.01%	842
2025 Q2	$24.6K	Hold	2,250	–	–	﹤0.01%	811
2025 Q1	$24.1K	Hold	2,250	–	–	﹤0.01%	782
2024 Q4	$23.5K	Hold	2,250	–	–	﹤0.01%	762
2024 Q3	$25.4K	Hold	2,250	–	–	﹤0.01%	746
2024 Q2	$24.1K	Hold	2,250	–	–	﹤0.01%	717
2024 Q1	$24.1K	Hold	2,250	–	–	﹤0.01%	676
2023 Q4	$23.2K	Hold	2,250	–	–	﹤0.01%	661
2023 Q3	$21.8K	Hold	2,250	–	–	﹤0.01%	672
2023 Q2	$22.8K	Sell	2,250 -2,250	-50%	-$23.1K	﹤0.01%	667
2023 Q1	$46.3K	Buy	+4,500	New	+$48K	0.01%	493
2022 Q4	–	Sell	-4,500	Closed	-$43K	–	241
2022 Q3	$43K	Hold	4,500	–	–	0.01%	459
2022 Q2	$49K	Sell	4,500 -1,255	-22%	-$14.3K	0.01%	447
2022 Q1	$72K	Hold	5,755	–	–	0.02%	362
2021 Q4	$87K	Hold	5,755	–	–	0.02%	316
2021 Q3	$87K	Hold	5,755	–	–	0.02%	307
2021 Q2	$90K	Sell	5,755 -300	-5%	-$4.48K	0.02%	315
2021 Q1	$88K	Buy	+6,055	New	+$89.3K	0.03%	293

Other funds holding BTZ

SIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

GPS Wealth Strategies Group's BTZ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q4 2025, closing a stake of 2,250 shares — an estimated $24.9K sold.

GPS Wealth Strategies Group first reported a position in BTZ in Q1 2021 and held it in 18 quarters. The position peaked at $90K in Q2 2021. 155 funds tracked by Wall St. Rank hold BTZ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,250 BlackRock Credit Allocation Income Trust shares in Q4 2025, an estimated $24.9K.
GPS Wealth Strategies Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 18 quarters.
GPS Wealth Strategies Group's BlackRock Credit Allocation Income Trust position peaked at $90K in Q2 2021.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.