Spire Wealth Management’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Spire Wealth Management’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	-283	Closed	-$2.86K	–	2247
2026 Q1	$2.86K	Sell	283 -1	-0.4%	-$10	﹤0.01%	1967
2025 Q4	$3.07K	Sell	284 -635	-69%	-$6.96K	﹤0.01%	2006
2025 Q3	$10.2K	Buy	919 +636	+225%	+$6.99K	﹤0.01%	1743
2025 Q2	$3.09K	Hold	283	–	–	﹤0.01%	2079
2025 Q1	$3.03K	Hold	283	–	–	﹤0.01%	2187
2024 Q4	$2.96K	Hold	283	–	–	﹤0.01%	2162
2024 Q3	$3.19K	Hold	283	–	–	﹤0.01%	1914
2024 Q2	$3.03K	Hold	283	–	–	﹤0.01%	1930
2024 Q1	$3.02K	Hold	283	–	–	﹤0.01%	2023
2023 Q4	$3.01K	Hold	283	–	–	﹤0.01%	2066
2023 Q3	$2.74K	Hold	283	–	–	﹤0.01%	2067
2023 Q2	$2.87K	Hold	283	–	–	﹤0.01%	2134
2023 Q1	$2.91K	Hold	283	–	–	﹤0.01%	2173
2022 Q4	$3K	Hold	283	–	–	﹤0.01%	1947
2022 Q3	$3K	Hold	283	–	–	﹤0.01%	1849
2022 Q2	$3K	Hold	283	–	–	﹤0.01%	2247
2022 Q1	$4K	Hold	283	–	–	﹤0.01%	2268
2021 Q4	$4K	Hold	283	–	–	﹤0.01%	2608
2021 Q3	$4K	Hold	283	–	–	﹤0.01%	2320
2021 Q2	$4K	Hold	283	–	–	﹤0.01%	2347
2021 Q1	$4K	Buy	+283	New	+$4.17K	﹤0.01%	2675

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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 30.02% 1-Year Est. Return

Spire Wealth Management's BTZ Position: Q2 2026 in Review

Spire Wealth Management sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026, closing a stake of 283 shares — an estimated $2.86K sold.

Spire Wealth Management first reported a position in BTZ in Q1 2021 and held it in 21 quarters. The position peaked at $10.2K in Q3 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Spire Wealth Management reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 283 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $2.86K.
Spire Wealth Management first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's BlackRock Credit Allocation Income Trust position peaked at $10.2K in Q3 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.