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Pinnacle Wealth Planning Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$116K Buy
11,376
+441
+4% +$4.5K 0.01% 788
2026
Q1 		$110K Sell
10,935
-2,227
-17% -$23.4K 0.01% 743
2025
Q4 		$143K Sell
13,162
-743
-5% -$8.14K 0.01% 617
2025
Q3 		$154K Buy
13,905
+1,231
+10% +$13.5K 0.02% 460
2025
Q2 		$138K Sell
12,674
-335
-3% -$3.53K 0.02% 434
2025
Q1 		$139K Sell
13,009
-2,544
-16% -$27.2K 0.02% 374
2024
Q4 		$163K Buy
15,553
+35
+0.2% +$381 0.02% 360
2024
Q3 		$175K Sell
15,518
-4,692
-23% -$51.2K 0.02% 474
2024
Q2 		$216K Sell
20,210
-43
-0.2% -$449 0.03% 397
2024
Q1 		$217K Sell
20,253
-36
-0.2% -$387 0.03% 397
2023
Q4 		$209K Buy
20,289
+675
+3% +$6.62K 0.03% 389
2023
Q3 		$190K Buy
19,614
+1,209
+7% +$12.1K 0.03% 375
2023
Q2 		$187K Sell
18,405
-1,759
-9% -$18.1K 0.03% 393
2023
Q1 		$207K Sell
20,164
-970
-5% -$10.3K 0.03% 390
2022
Q4 		$213K Sell
21,134
-7,429
-26% -$75.5K 0.04% 350
2022
Q3 		$272K Buy
28,563
+99
+0.3% +$1.09K 0.05% 261
2022
Q2 		$310K Sell
28,464
-703
-2% -$8.02K 0.06% 240
2022
Q1 		$366K Buy
29,167
+1,575
+6% +$20.8K 0.07% 228
2021
Q4 		$415K Buy
27,592
+424
+2% +$6.41K 0.08% 197
2021
Q3 		$412K Buy
27,168
+1,617
+6% +$25.1K 0.09% 175
2021
Q2 		$399K Buy
25,551
+1,237
+5% +$18.5K 0.09% 177
2021
Q1 		$357K Buy
24,314
+1,142
+5% +$16.8K 0.09% 189
2020
Q4 		$341K Buy
23,172
+1,279
+6% +$18.4K 0.08% 170
2020
Q3 		$311K Buy
21,893
+2,760
+14% +$38.5K 0.1% 162
2020
Q2 		$252K Buy
19,133
+3,597
+23% +$47.4K 0.08% 183
2020
Q1 		$181K Sell
15,536
-2,819
-15% -$38.1K 0.09% 199
2019
Q4 		$256K Buy
18,355
+356
+2% +$4.85K 0.12% 174
2019
Q3 		$245K Sell
17,999
-1,198
-6% -$16.1K 0.13% 148
2019
Q2 		$249K Sell
19,197
-366
-2% -$4.64K 0.15% 136
2019
Q1 		$243K Buy
19,563
+6,258
+47% +$75K 0.16% 122
2018
Q4 		$149K Sell
13,305
-3,993
-23% -$46.7K 0.1% 135
2018
Q3 		$212K Sell
17,298
-2,765
-14% -$33.9K 0.19% 157
2018
Q2 		$242K Buy
20,063
+1,260
+7% +$15.6K 0.24% 142
2018
Q1 		$239K Buy
18,803
+14,679
+356% +$189K 0.25% 135
2017
Q4 		$54K Buy
+4,124
New +$55.1K 0.11% 124

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

Pinnacle Wealth Planning Services's BTZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 4% in Q2 2026, buying an estimated $4.5K and bringing the position to 11,376 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #788.

Pinnacle Wealth Planning Services first reported a position in BTZ in Q4 2017 and has held it in 35 quarters since. The position peaked at $415K in Q4 2021. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 11,376 shares of BlackRock Credit Allocation Income Trust worth $116K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 441 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $4.5K.
  • BlackRock Credit Allocation Income Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #788 holding.
  • Pinnacle Wealth Planning Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and has held it in 35 quarters since.
  • Pinnacle Wealth Planning Services's BlackRock Credit Allocation Income Trust position peaked at $415K in Q4 2021.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.