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

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return