Semus Wealth Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Semus Wealth Partners’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
2025 Q1	–	Sell	-12,482	Closed	-$131K	–	117
2024 Q4	$131K	Sell	12,482 -1,369	-10%	-$14.9K	0.09%	109
2024 Q3	$156K	Sell	13,851 -6,914	-33%	-$75.5K	0.11%	116
2024 Q2	$222K	Sell	20,765 -4,144	-17%	-$43.3K	0.17%	102
2024 Q1	$266K	Sell	24,909 -2,668	-10%	-$28.7K	0.22%	95
2023 Q4	$285K	Sell	27,577 -4,808	-15%	-$47.1K	0.23%	90
2023 Q3	$313K	Sell	32,385 -115	-0.4%	-$1.15K	0.29%	78
2023 Q2	$330K	Sell	32,500 -3,862	-11%	-$39.7K	0.3%	74
2023 Q1	$374K	Sell	36,362 -1,080	-3%	-$11.5K	0.4%	58
2022 Q4	$378K	Buy	+37,442	New	+$380K	0.46%	62

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Semus Wealth Partners's BTZ Position: Q1 2025 in Review

Semus Wealth Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 12,482 shares — an estimated $131K sold.

Semus Wealth Partners first reported a position in BTZ in Q4 2022 and held it in 9 quarters. The position peaked at $378K in Q4 2022. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

Semus Wealth Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
Semus Wealth Partners sold 12,482 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $131K.
Semus Wealth Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2022 and held it in 9 quarters.
Semus Wealth Partners's BlackRock Credit Allocation Income Trust position peaked at $378K in Q4 2022.
145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Semus Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.