Kestra Advisory Services’s BlackRock Income Trust BKT Stock Holding History

Kestra Advisory Services’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
2026 Q3	$148K	Buy	15,500 +185	+1%	+$1.9K	﹤0.01%	3313
2026 Q2	$164K	Buy	15,315 +3,923	+34%	+$41.5K	﹤0.01%	3130
2026 Q1	$120K	Buy	+11,392	New	+$125K	﹤0.01%	3012
2025 Q3	–	Sell	-10,501	Closed	-$123K	–	2906
2025 Q2	$123K	Buy	+10,501	New	+$121K	﹤0.01%	2712
2025 Q1	–	Sell	-10,037	Closed	-$116K	–	2773
2024 Q4	$116K	Buy	+10,037	New	+$120K	﹤0.01%	2556
2024 Q3	–	Sell	-13,829	Closed	-$165K	–	2573
2024 Q2	$165K	Buy	+13,829	New	+$160K	﹤0.01%	2454
2022 Q1	–	Sell	-5,013	Closed	-$85K	–	2010
2021 Q4	$85K	Sell	5,013 -101,153	-95%	-$1.8M	﹤0.01%	1952
2021 Q3	$1.94M	Buy	106,166 +3,377	+3%	+$64.5K	0.02%	727
2021 Q2	$1.96M	Buy	102,789 +4,386	+4%	+$81.7K	0.02%	661
2021 Q1	$1.8M	Sell	98,403 -24,345	-20%	-$445K	0.02%	639
2020 Q4	$2.24M	Buy	122,748 +45,777	+59%	+$838K	0.03%	563
2020 Q3	$1.39M	Buy	+76,971	New	+$1.42M	0.03%	529

Other funds holding BKT

BDF Gestion Paris, France $738M AUM 44.72% 1-Year Est. Return

Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's BKT Position: Q3 2026 in Review

Kestra Advisory Services increased its BlackRock Income Trust (BKT) stake by 1.2% in Q3 2026, buying an estimated $1.9K and bringing the position to 15,500 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Kestra Advisory Services first reported a position in BKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.24M in Q4 2020. 16 funds tracked by Wall St. Rank hold BKT as of Q3 2026.

Kestra Advisory Services held 15,500 shares of BlackRock Income Trust worth $148K as of Q3 2026.
Kestra Advisory Services bought 185 BlackRock Income Trust shares in Q3 2026, an estimated $1.9K.
BlackRock Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3313 holding.
Kestra Advisory Services first reported a position in BlackRock Income Trust in Q3 2020 and has held it in 12 quarters since.
Kestra Advisory Services's BlackRock Income Trust position peaked at $2.24M in Q4 2020.
16 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.