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Park Edge Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Park Edge 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 		$251K Buy
24,605
+2,249
+10% +$23K 0.05% 139
2026
Q1 		$226K Buy
22,356
+631
+3% +$6.62K 0.05% 129
2025
Q4 		$235K Buy
21,725
+10,491
+93% +$115K 0.05% 135
2025
Q3 		$124K Buy
11,234
+252
+2% +$2.77K 0.03% 144
2025
Q2 		$120K Buy
+10,982
New +$116K 0.03% 140

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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

Park Edge Advisors's BTZ Position: Q2 2026 in Review

Park Edge Advisors increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 10% in Q2 2026, buying an estimated $23K and bringing the position to 24,605 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #139.

Park Edge Advisors first reported a position in BTZ in Q2 2025 and has held it in 5 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Park Edge Advisors held 24,605 shares of BlackRock Credit Allocation Income Trust worth $251K as of Q2 2026.
  • Park Edge Advisors bought 2,249 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $23K.
  • BlackRock Credit Allocation Income Trust made up 0.05% of Park Edge Advisors's portfolio in Q2 2026, its #139 holding.
  • Park Edge Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2025 and has held it in 5 quarters since.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.