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Private Wealth Management Group’s BlackRock Floating Rate Income Trust BGT Stock Holding History

Private Wealth Management Group’s Portfolio BGT Stock Details BGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Buy
20,770
+20,430
+6,009% +$221K 0.05% 103
2026
Q1 		$3.66K Buy
+340
New +$3.79K ﹤0.01% 882

Other funds holding BGT

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Wealth Management Group's BGT Position: Q2 2026 in Review

Private Wealth Management Group increased its BlackRock Floating Rate Income Trust (BGT) stake by 6,009% in Q2 2026, buying an estimated $221K and bringing the position to 20,770 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #103.

Private Wealth Management Group first reported a position in BGT in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BGT as of Q2 2026.

  • Private Wealth Management Group held 20,770 shares of BlackRock Floating Rate Income Trust worth $221K as of Q2 2026.
  • Private Wealth Management Group bought 20,430 BlackRock Floating Rate Income Trust shares in Q2 2026, an estimated $221K.
  • BlackRock Floating Rate Income Trust made up 0.05% of Private Wealth Management Group's portfolio in Q2 2026, its #103 holding.
  • Private Wealth Management Group first reported a position in BlackRock Floating Rate Income Trust in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held BlackRock Floating Rate Income Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.