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

Merit Financial 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
2026 Q2	$207K	Buy	20,254 +1,701	+9%	+$17.4K	﹤0.01%	2096
2026 Q1	$187K	Buy	18,553 +163	+0.9%	+$1.71K	﹤0.01%	1948
2025 Q4	$199K	Sell	18,390 -1,409	-7%	-$15.4K	﹤0.01%	1826
2025 Q3	$219K	Sell	19,799 -185	-0.9%	-$2.03K	﹤0.01%	1621
2025 Q2	$218K	Buy	19,984 +6,860	+52%	+$72.2K	﹤0.01%	1509
2025 Q1	$141K	Buy	+13,124	New	+$140K	﹤0.01%	1338

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

Merit Financial Group's BTZ Position: Q2 2026 in Review

Merit Financial Group increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 9.2% in Q2 2026, buying an estimated $17.4K and bringing the position to 20,254 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Merit Financial Group first reported a position in BTZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $219K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Merit Financial Group held 20,254 shares of BlackRock Credit Allocation Income Trust worth $207K as of Q2 2026.
Merit Financial Group bought 1,701 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $17.4K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2096 holding.
Merit Financial Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and has held it in 6 quarters since.
Merit Financial Group's BlackRock Credit Allocation Income Trust position peaked at $219K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.