HighTower Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-11,018	Closed	-$111K	–	3832
2026 Q1	$111K	Buy	+11,018	New	+$116K	﹤0.01%	3620
2025 Q3	–	Sell	-13,827	Closed	-$151K	–	3852
2025 Q2	$151K	Sell	13,827 -1,496	-10%	-$15.7K	﹤0.01%	3383
2025 Q1	$164K	Sell	15,323 -271	-2%	-$2.9K	﹤0.01%	3249
2024 Q4	$163K	Buy	15,594 +1,514	+11%	+$16.5K	﹤0.01%	3255
2024 Q3	$158K	Sell	14,080 -6,644	-32%	-$72.5K	﹤0.01%	3209
2024 Q2	$220K	Buy	+20,724	New	+$217K	﹤0.01%	2966
2024 Q1	–	Sell	-14,951	Closed	-$155K	–	3651
2023 Q4	$155K	Buy	+14,951	New	+$147K	﹤0.01%	3084
2022 Q1	–	Sell	-18,734	Closed	-$282K	–	3430
2021 Q4	$282K	Buy	18,734 +568	+3%	+$8.58K	﹤0.01%	2511
2021 Q3	$275K	Sell	18,166 -1,079	-6%	-$16.7K	﹤0.01%	2474
2021 Q2	$300K	Sell	19,245 -214	-1%	-$3.2K	﹤0.01%	2370
2021 Q1	$285K	Buy	19,459 +173	+0.9%	+$2.55K	﹤0.01%	2340
2020 Q4	$284K	Sell	19,286 -160,304	-89%	-$2.3M	﹤0.01%	1971
2020 Q3	$2.54M	Sell	179,590 -8,371	-4%	-$117K	0.01%	788
2020 Q2	$2.48M	Sell	187,961 -6,445	-3%	-$84.9K	0.01%	729
2020 Q1	$2.26M	Buy	+194,406	New	+$2.63M	0.01%	709
2019 Q4	–	Sell	-238,156	Closed	-$3.24M	–	2392
2019 Q3	$3.24M	Sell	238,156 -1,729	-0.7%	-$23.2K	0.02%	727
2019 Q2	$3.11M	Buy	239,885 +3,893	+2%	+$49.4K	0.02%	734
2019 Q1	$2.93M	Sell	235,992 -94	-0%	-$1.13K	0.02%	703
2018 Q4	$2.64M	Sell	236,086 -3,458	-1%	-$40.5K	0.02%	655
2018 Q3	$2.94M	Buy	239,544 +2,414	+1%	+$29.6K	0.02%	702
2018 Q2	$2.87M	Buy	237,130 +12,456	+6%	+$154K	0.02%	715
2018 Q1	$2.85M	Sell	224,674 -1,142	-0.5%	-$14.7K	0.02%	679
2017 Q4	$3.01M	Buy	225,816 +16,298	+8%	+$218K	0.02%	677
2017 Q3	$2.85M	Buy	209,518 +3,703	+2%	+$49.8K	0.02%	689
2017 Q2	$2.77M	Buy	205,815 +12,715	+7%	+$170K	0.02%	681
2017 Q1	$2.55M	Buy	193,100 +2,383	+1%	+$31K	0.02%	678
2016 Q4	$2.48M	Sell	190,717 -1,083	-0.6%	-$13.7K	0.03%	627
2016 Q3	$2.56M	Sell	191,800 -6,265	-3%	-$83.5K	0.03%	579
2016 Q2	$2.59M	Buy	198,065 +17,898	+10%	+$228K	0.03%	542
2016 Q1	$2.26M	Sell	180,167 -35,737	-17%	-$432K	0.01%	670
2015 Q4	$2.67M	Sell	215,904 -740	-0.3%	-$9.12K	0.03%	520
2015 Q3	$2.64M	Buy	+216,644	New	+$2.68M	0.04%	513
2015 Q2	–	Sell	-183,928	Closed	-$2.48M	–	1602
2015 Q1	$2.48M	Buy	183,928 +129,525	+238%	+$1.73M	0.04%	522
2014 Q4	$703K	Sell	54,403 -400	-0.7%	-$5.34K	0.01%	936
2014 Q3	$729K	Sell	54,803 -5,985	-10%	-$80.9K	0.01%	887
2014 Q2	$836K	Buy	60,788 +10,400	+21%	+$142K	0.01%	879
2014 Q1	$681K	Buy	50,388 +14,600	+41%	+$193K	0.01%	870
2013 Q4	$467K	Sell	35,788 -2,421	-6%	-$31K	0.01%	990
2013 Q3	$498K	Buy	38,209 +3,708	+11%	+$46.7K	0.01%	841
2013 Q2	$448K	Buy	+34,501	New	+$478K	0.01%	845

Other funds holding BTZ

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

EWL

Emissary Wealth LLC Hackensack, New Jersey $131M AUM

Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

HighTower Advisors's BTZ Position: Q2 2026 in Review

HighTower Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 11,018 shares — an estimated $111K sold.

HighTower Advisors first reported a position in BTZ in Q2 2013 and held it in 40 quarters. The position peaked at $3.24M in Q3 2019. 85 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

HighTower Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
HighTower Advisors sold 11,018 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $111K.
HighTower Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2013 and held it in 40 quarters.
HighTower Advisors's BlackRock Credit Allocation Income Trust position peaked at $3.24M in Q3 2019.
85 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.