Key Capital Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Key Capital Management’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	$1.12K	Buy	+110	New	+$1.12K	﹤0.01%	646

Other funds holding BTZ

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

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

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

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

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

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

Emissary Wealth LLC Hackensack, New Jersey $131M AUM

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

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

Key Capital Management's BTZ Position: Q2 2026 in Review

Key Capital Management opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 110 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings.

86 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Key Capital Management held 110 shares of BlackRock Credit Allocation Income Trust worth $1.12K as of Q2 2026.
BlackRock Credit Allocation Income Trust was a new Key Capital Management position in Q2 2026.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #646 holding.
86 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.