Prospera Financial Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Prospera Financial 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	$154K	Buy	15,077 +87	+0.6%	+$888	﹤0.01%	1417
2026 Q1	$151K	Sell	14,990 -10,840	-42%	-$114K	﹤0.01%	1370
2025 Q4	$280K	Buy	25,830 +181	+0.7%	+$1.98K	﹤0.01%	1177
2025 Q3	$283K	Sell	25,649 -3,123	-11%	-$34.3K	﹤0.01%	1163
2025 Q2	$314K	Buy	+28,772	New	+$303K	0.01%	1085
2022 Q3	–	Sell	-86	Closed	-$1K	–	930
2022 Q2	$1K	Hold	86	–	–	﹤0.01%	1589
2022 Q1	$1K	Buy	+86	New	+$1.14K	﹤0.01%	2577

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Prospera Financial Services's BTZ Position: Q2 2026 in Review

Prospera Financial Services increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.58% in Q2 2026, buying an estimated $888 and bringing the position to 15,077 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Prospera Financial Services first reported a position in BTZ in Q1 2022 and has held it in 7 quarters since. The position peaked at $314K in Q2 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Prospera Financial Services held 15,077 shares of BlackRock Credit Allocation Income Trust worth $154K as of Q2 2026.
Prospera Financial Services bought 87 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $888.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1417 holding.
Prospera Financial Services first reported a position in BlackRock Credit Allocation Income Trust in Q1 2022 and has held it in 7 quarters since.
Prospera Financial Services's BlackRock Credit Allocation Income Trust position peaked at $314K in Q2 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.