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

Parr McKnight Wealth Management 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
2025
Q1 		– Sell
-56,499
Closed -$591K – 229
2024
Q4 		$591K Buy
+56,499
New +$615K 0.08% 172

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GC
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Raymond James Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parr McKnight Wealth Management Group's BTZ Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 56,499 shares — an estimated $591K sold.

Parr McKnight Wealth Management Group first reported a position in BTZ in Q4 2024 and held it in 1 quarter. The position peaked at $591K in Q4 2024. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Parr McKnight Wealth Management Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 56,499 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $591K.
  • Parr McKnight Wealth Management Group first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 1 quarter.
  • Parr McKnight Wealth Management Group's BlackRock Credit Allocation Income Trust position peaked at $591K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.