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Integrity Advisory Solutions’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Integrity Advisory Solutions’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
-12,183
Closed -$123K – 339
2026
Q1 		$123K Buy
12,183
+1,436
+13% +$15.1K 0.02% 261
2025
Q4 		$116K Buy
+10,747
New +$118K 0.02% 239

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GC
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Integrity Advisory Solutions's BTZ Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 12,183 shares — an estimated $123K sold.

Integrity Advisory Solutions first reported a position in BTZ in Q4 2025 and held it in 2 quarters. The position peaked at $123K in Q1 2026. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 12,183 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $123K.
  • Integrity Advisory Solutions first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and held it in 2 quarters.
  • Integrity Advisory Solutions's BlackRock Credit Allocation Income Trust position peaked at $123K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.