Lowe Wealth Advisors’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Lowe Wealth Advisors’s Portfolio BGT Stock Details BGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-333	Closed	-$3.73K	–	357
2023 Q1	$3.73K	Hold	333	–	–	﹤0.01%	269
2022 Q4	$3.64K	Hold	333	–	–	﹤0.01%	271
2022 Q3	$4K	Hold	333	–	–	﹤0.01%	253
2022 Q2	$4K	Hold	333	–	–	﹤0.01%	239
2022 Q1	$4K	Hold	333	–	–	﹤0.01%	252
2021 Q4	$5K	Hold	333	–	–	﹤0.01%	226
2021 Q3	$4K	Buy	+333	New	+$4.34K	﹤0.01%	226

Other funds holding BGT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lowe Wealth Advisors's BGT Position: Q2 2023 in Review

Lowe Wealth Advisors sold out of BlackRock Floating Rate Income Trust (BGT) in Q2 2023, closing a stake of 333 shares — an estimated $3.73K sold.

Lowe Wealth Advisors first reported a position in BGT in Q3 2021 and held it in 7 quarters. The position peaked at $5K in Q4 2021. 59 funds tracked by Wall St. Rank hold BGT as of Q2 2023.

Lowe Wealth Advisors reported no remaining BlackRock Floating Rate Income Trust position as of Q2 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 333 BlackRock Floating Rate Income Trust shares in Q2 2023, an estimated $3.73K.
Lowe Wealth Advisors first reported a position in BlackRock Floating Rate Income Trust in Q3 2021 and held it in 7 quarters.
Lowe Wealth Advisors's BlackRock Floating Rate Income Trust position peaked at $5K in Q4 2021.
59 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2023.

Based on Lowe Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.