Lokken Investment Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Lokken Investment Group’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
2025 Q2	–	Sell	-10,297	Closed	-$110K	–	140
2025 Q1	$110K	Hold	10,297	–	–	0.05%	131
2024 Q4	$108K	Hold	10,297	–	–	0.05%	138
2024 Q3	$116K	Hold	10,297	–	–	0.05%	154
2024 Q2	$110K	Hold	10,297	–	–	0.05%	147
2024 Q1	$110K	Hold	10,297	–	–	0.05%	138
2023 Q4	$106K	Hold	10,297	–	–	0.06%	134
2023 Q3	$99.7K	Hold	10,297	–	–	0.07%	131
2023 Q2	$105K	Hold	10,297	–	–	0.07%	127
2023 Q1	$106K	Hold	10,297	–	–	0.08%	125
2022 Q4	$104K	Hold	10,297	–	–	0.08%	118
2022 Q3	$98K	Buy	+10,297	New	+$113K	0.08%	112

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lokken Investment Group's BTZ Position: Q2 2025 in Review

Lokken Investment Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 10,297 shares — an estimated $110K sold.

Lokken Investment Group first reported a position in BTZ in Q3 2022 and held it in 11 quarters. The position peaked at $116K in Q3 2024. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

Lokken Investment Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
Lokken Investment Group sold 10,297 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $110K.
Lokken Investment Group first reported a position in BlackRock Credit Allocation Income Trust in Q3 2022 and held it in 11 quarters.
Lokken Investment Group's BlackRock Credit Allocation Income Trust position peaked at $116K in Q3 2024.
143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on Lokken Investment Group's 13F filing for Q2 2025, filed 24 Jul 2025.