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

Lansing Street 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
2023 Q2	$2.05K	Buy	202 +2	+1%	+$21	﹤0.01%	247
2023 Q1	$2.06K	Hold	200	–	–	﹤0.01%	262
2022 Q4	$2.02K	Buy	+200	New	+$2.03K	﹤0.01%	281

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Lansing Street Advisors's BTZ Position: Q2 2023 in Review

Lansing Street Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 1% in Q2 2023, buying an estimated $21 and bringing the position to 202 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Lansing Street Advisors first reported a position in BTZ in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.06K in Q1 2023. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2023.

Lansing Street Advisors held 202 shares of BlackRock Credit Allocation Income Trust worth $2.05K as of Q2 2023.
Lansing Street Advisors bought 2 BlackRock Credit Allocation Income Trust shares in Q2 2023, an estimated $21.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Lansing Street Advisors's portfolio in Q2 2023, its #247 holding.
Lansing Street Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and has held it in 3 quarters since.
Lansing Street Advisors's BlackRock Credit Allocation Income Trust position peaked at $2.06K in Q1 2023.
138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.