Kestra Private Wealth Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kestra Private Wealth Services’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	$160K	Buy	15,655 +1,842	+13%	+$18.8K	﹤0.01%	1711
2026 Q1	$140K	Buy	+13,813	New	+$145K	﹤0.01%	1671
2023 Q4	–	Sell	-19,269	Closed	-$187K	–	1227
2023 Q3	$187K	Sell	19,269 -843	-4%	-$8.46K	0.01%	1043
2023 Q2	$204K	Buy	20,112 +460	+2%	+$4.73K	0.01%	961
2023 Q1	$202K	Sell	19,652 -2,547	-11%	-$27.2K	0.01%	929
2022 Q4	$224K	Buy	22,199 +10,004	+82%	+$102K	0.01%	766
2022 Q3	$116K	Buy	12,195 +255	+2%	+$2.8K	0.01%	831
2022 Q2	$130K	Sell	11,940 -384	-3%	-$4.38K	0.01%	835
2022 Q1	$155K	Buy	12,324 +211	+2%	+$2.79K	0.01%	907
2021 Q4	$182K	Buy	12,113 +180	+2%	+$2.72K	0.01%	925
2021 Q3	$181K	Buy	11,933 +173	+1%	+$2.68K	0.01%	867
2021 Q2	$183K	Buy	+11,760	New	+$176K	0.01%	819

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Kestra Private Wealth Services's BTZ Position: Q2 2026 in Review

Kestra Private Wealth Services increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 13% in Q2 2026, buying an estimated $18.8K and bringing the position to 15,655 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Kestra Private Wealth Services first reported a position in BTZ in Q2 2021 and has held it in 12 quarters since. The position peaked at $224K in Q4 2022. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Kestra Private Wealth Services held 15,655 shares of BlackRock Credit Allocation Income Trust worth $160K as of Q2 2026.
Kestra Private Wealth Services bought 1,842 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $18.8K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1711 holding.
Kestra Private Wealth Services first reported a position in BlackRock Credit Allocation Income Trust in Q2 2021 and has held it in 12 quarters since.
Kestra Private Wealth Services's BlackRock Credit Allocation Income Trust position peaked at $224K in Q4 2022.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.