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Prevail Innovative Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Prevail Innovative Wealth 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
Q1 		– Sell
-91,191
Closed -$988K – 185
2025
Q4 		$988K Buy
91,191
+39,136
+75% +$429K 0.18% 146
2025
Q3 		$575K Buy
+52,055
New +$572K 0.11% 162

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Raymond James Financial
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Prevail Innovative Wealth Advisors's BTZ Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 91,191 shares — an estimated $988K sold.

Prevail Innovative Wealth Advisors first reported a position in BTZ in Q3 2025 and held it in 2 quarters. The position peaked at $988K in Q4 2025. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

  • Prevail Innovative Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 91,191 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $988K.
  • Prevail Innovative Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q3 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $988K in Q4 2025.
  • 154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.