Signature Equity Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Signature Equity 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
2026 Q2	–	Sell	-200	Closed	-$2.02K	–	1590
2026 Q1	$2.02K	Hold	200	–	–	﹤0.01%	1127
2025 Q4	$2.17K	Buy	+200	New	+$2.19K	﹤0.01%	1192

Other funds holding BTZ

SIA

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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 30.01% 1-Year Est. Return

Signature Equity Partners's BTZ Position: Q2 2026 in Review

Signature Equity Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 200 shares — an estimated $2.02K sold.

Signature Equity Partners first reported a position in BTZ in Q4 2025 and held it in 2 quarters. The position peaked at $2.17K in Q4 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Signature Equity Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
Signature Equity Partners sold 200 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $2.02K.
Signature Equity Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2025 and held it in 2 quarters.
Signature Equity Partners's BlackRock Credit Allocation Income Trust position peaked at $2.17K in Q4 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.