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

Marex 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
Q1 		– Sell
-71,200
Closed -$745K – 711
2024
Q4 		$745K Buy
+71,200
New +$775K 0.01% 284
2024
Q3 		– Sell
-16,904
Closed -$181K – 644
2024
Q2 		$181K Buy
+16,904
New +$177K ﹤0.01% 520

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marex Group's BTZ Position: Q1 2025 in Review

Marex Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 71,200 shares — an estimated $745K sold.

Marex Group first reported a position in BTZ in Q2 2024 and held it in 2 quarters. The position peaked at $745K in Q4 2024. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Marex Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Marex Group sold 71,200 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $745K.
  • Marex Group first reported a position in BlackRock Credit Allocation Income Trust in Q2 2024 and held it in 2 quarters.
  • Marex Group's BlackRock Credit Allocation Income Trust position peaked at $745K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Marex Group's 13F filing for Q1 2025, filed 2 Apr 2026.