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Sowell Financial Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Sowell 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 		$7.78M Buy
761,468
+49,167
+7% +$502K 0.25% 81
2026
Q1 		$7.19M Buy
712,301
+57,759
+9% +$606K 0.27% 76
2025
Q4 		$7.09M Sell
654,542
-4,809
-0.7% -$52.7K 0.26% 75
2025
Q3 		$7.29M Sell
659,351
-2,190
-0.3% -$24.1K 0.28% 70
2025
Q2 		$7.22M Buy
661,541
+310
+0% +$3.26K 0.29% 70
2025
Q1 		$7.09M Buy
661,231
+1,109
+0.2% +$11.9K 0.32% 63
2024
Q4 		$6.9M Buy
660,122
+32,113
+5% +$349K 0.36% 59
2024
Q3 		$7.08M Sell
628,009
-23,059
-4% -$252K 0.33% 71
2024
Q2 		$6.97M Sell
651,068
-10,569
-2% -$110K 0.33% 71
2024
Q1 		$7.07M Buy
661,637
+476
+0.1% +$5.12K 0.33% 74
2023
Q4 		$6.82M Buy
661,161
+43,467
+7% +$426K 0.37% 68
2023
Q3 		$5.98M Buy
617,694
+102,401
+20% +$1.03M 0.38% 65
2023
Q2 		$5.23M Buy
515,293
+42,383
+9% +$436K 0.29% 85
2023
Q1 		$4.87M Buy
472,910
+9,698
+2% +$103K 0.38% 55
2022
Q4 		$4.68M Buy
+463,212
New +$4.71M 0.3% 81
2022
Q1 		– Sell
-336,388
Closed -$5.09M – 209
2021
Q4 		$5.09M Sell
336,388
-63,360
-16% -$957K 0.29% 74
2021
Q3 		$6.06M Buy
399,748
+3,704
+0.9% +$57.5K 0.41% 53
2021
Q2 		$6.17M Buy
396,044
+3,602
+0.9% +$53.8K 0.41% 58
2021
Q1 		$5.85M Buy
392,442
+391,618
+47,526% +$5.77M 0.2% 104
2020
Q4 		$12K Buy
824
+37
+5% +$532 ﹤0.01% 1935
2020
Q3 		$11K Buy
787
+81
+11% +$1.13K ﹤0.01% 1772
2020
Q2 		$9K Buy
706
+18
+3% +$237 ﹤0.01% 1720
2020
Q1 		$8K Sell
688
-99
-13% -$1.34K ﹤0.01% 1670
2019
Q4 		$11K Buy
787
+50
+7% +$682 ﹤0.01% 1645
2019
Q3 		$10K Buy
+737
New +$9.91K ﹤0.01% 1519
2017
Q1 		– Sell
-617
Closed -$8K – 293
2016
Q4 		$8K Buy
+617
New +$7.83K ﹤0.01% 496

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Sowell Financial Services's BTZ Position: Q2 2026 in Review

Sowell Financial Services increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 6.9% in Q2 2026, buying an estimated $502K and bringing the position to 761,468 shares worth $7.78M. The position accounts for 0.25% of the portfolio, ranked #81.

Sowell Financial Services first reported a position in BTZ in Q4 2016 and has held it in 26 quarters since. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Sowell Financial Services held 761,468 shares of BlackRock Credit Allocation Income Trust worth $7.78M as of Q2 2026.
  • Sowell Financial Services bought 49,167 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $502K.
  • BlackRock Credit Allocation Income Trust made up 0.25% of Sowell Financial Services's portfolio in Q2 2026, its #81 holding.
  • Sowell Financial Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2016 and has held it in 26 quarters since.
  • 155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.