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Provenance Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History

Provenance Wealth Advisors’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,160
Closed -$13.4K – 545
2024
Q4 		$13.4K Hold
1,160
– – ﹤0.01% 295
2024
Q3 		$14.4K Buy
+1,160
New +$14.2K ﹤0.01% 311

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Provenance Wealth Advisors's BKT Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of BlackRock Income Trust (BKT) in Q1 2025, closing a stake of 1,160 shares — an estimated $13.4K sold.

Provenance Wealth Advisors first reported a position in BKT in Q3 2024 and held it in 2 quarters. The position peaked at $14.4K in Q3 2024. 53 funds tracked by Wall St. Rank hold BKT as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining BlackRock Income Trust position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,160 BlackRock Income Trust shares in Q1 2025, an estimated $13.4K.
  • Provenance Wealth Advisors first reported a position in BlackRock Income Trust in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's BlackRock Income Trust position peaked at $14.4K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.