SWA
BTZ icon

SOA Wealth Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

SOA Wealth Advisors’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
-12,803
Closed -$12.8K – 899
2026
Q1 		$12.8K Hold
12,803
– – ﹤0.01% 554
2025
Q4 		$12.8K Hold
12,803
– – ﹤0.01% 568
2025
Q3 		$12.8K Hold
12,803
– – ﹤0.01% 581
2025
Q2 		$12.8K Sell
12,803
-290
-2% -$3.05K ﹤0.01% 570
2025
Q1 		$13.1K Buy
+13,093
New +$140K ﹤0.01% 533

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Royal Bank of Canada
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

SOA Wealth Advisors's BTZ Position: Q2 2026 in Review

SOA Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 12,803 shares — an estimated $12.8K sold.

SOA Wealth Advisors first reported a position in BTZ in Q1 2025 and held it in 5 quarters. The position peaked at $13.1K in Q1 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • SOA Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 12,803 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $12.8K.
  • SOA Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q1 2025 and held it in 5 quarters.
  • SOA Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $13.1K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.