McGuire Capital Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

McGuire Capital Advisors’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	$1.02K	Hold	100	–	–	﹤0.01%	762
2026 Q1	$1.01K	Hold	100	–	–	﹤0.01%	719
2025 Q4	$1.08K	Buy	+100	New	+$1.09K	﹤0.01%	777

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

McGuire Capital Advisors's BTZ Position: Q2 2026 in Review

McGuire Capital Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 100 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

McGuire Capital Advisors first reported a position in BTZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08K in Q4 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

McGuire Capital Advisors held 100 shares of BlackRock Credit Allocation Income Trust worth $1.02K as of Q2 2026.
McGuire Capital Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #762 holding.
McGuire Capital Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and has held it in 3 quarters since.
McGuire Capital Advisors's BlackRock Credit Allocation Income Trust position peaked at $1.08K in Q4 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.