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

Kovack 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	$136K	Buy	+13,348	New	+$136K	0.01%	1026

Other funds holding BTZ

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 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

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

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Kovack Advisors's BTZ Position: Q2 2026 in Review

Kovack Advisors opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 13,348 shares worth $136K. The stake represents 0.01% of the portfolio and ranks #1026 among its holdings.

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

Kovack Advisors held 13,348 shares of BlackRock Credit Allocation Income Trust worth $136K as of Q2 2026.
BlackRock Credit Allocation Income Trust was a new Kovack Advisors position in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.01% of Kovack Advisors's portfolio in Q2 2026, its #1026 holding.
61 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.