Marks Group Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Marks Group Wealth Management’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 Q3	$1.6M	Buy	172,291 +83,018	+93%	+$829K	0.14%	156
2026 Q2	$912K	Hold	89,273	–	–	0.08%	214
2026 Q1	$902K	Sell	89,273 -8,565	-9%	-$89.8K	0.09%	200
2025 Q4	$1.06M	Hold	97,838	–	–	0.1%	182
2025 Q3	$1.08M	Hold	97,838	–	–	0.1%	169
2025 Q2	$1.07M	Hold	97,838	–	–	0.1%	173
2025 Q1	$1.05M	Hold	97,838	–	–	0.1%	179
2024 Q4	$1.02M	Hold	97,838	–	–	0.1%	169
2024 Q3	$1.1M	Buy	97,838 +446	+0.5%	+$4.87K	0.11%	171
2024 Q2	$1.04M	Buy	97,392 +5,147	+6%	+$53.8K	0.11%	167
2024 Q1	$986K	Hold	92,245	–	–	0.1%	171
2023 Q4	$952K	Hold	92,245	–	–	0.11%	172
2023 Q3	$893K	Hold	92,245	–	–	0.11%	170
2023 Q2	$936K	Hold	92,245	–	–	0.11%	168
2023 Q1	$949K	Buy	+92,245	New	+$983K	0.12%	166

Other funds holding BTZ

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $212M AUM 1.13% 1-Year Est. Return

Marks Group Wealth Management's BTZ Position: Q3 2026 in Review

Marks Group Wealth Management increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 93% in Q3 2026, buying an estimated $829K and bringing the position to 172,291 shares worth $1.6M. The position accounts for 0.14% of the portfolio, ranked #156.

Marks Group Wealth Management first reported a position in BTZ in Q1 2023 and has held it in 15 quarters since. 105 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

Marks Group Wealth Management held 172,291 shares of BlackRock Credit Allocation Income Trust worth $1.6M as of Q3 2026.
Marks Group Wealth Management bought 83,018 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $829K.
BlackRock Credit Allocation Income Trust made up 0.14% of Marks Group Wealth Management's portfolio in Q3 2026, its #156 holding.
Marks Group Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2023 and has held it in 15 quarters since.
105 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.