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 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Marks Group Wealth Management's BTZ Position: Q2 2026 in Review

Marks Group Wealth Management held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 89,273 shares worth $912K. The position accounts for 0.08% of the portfolio, ranked #214.

Marks Group Wealth Management first reported a position in BTZ in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.1M in Q3 2024. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Marks Group Wealth Management held 89,273 shares of BlackRock Credit Allocation Income Trust worth $912K as of Q2 2026.
Marks Group Wealth Management left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #214 holding.
Marks Group Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2023 and has held it in 14 quarters since.
Marks Group Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $1.1M in Q3 2024.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.