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

Stratos 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
2026 Q1	–	Sell	-10,502	Closed	-$114K	–	1632
2025 Q4	$114K	Buy	+10,502	New	+$115K	﹤0.01%	1548
2025 Q3	–	Sell	-10,280	Closed	-$112K	–	1553
2025 Q2	$112K	Buy	+10,280	New	+$108K	﹤0.01%	1379
2021 Q1	–	Sell	-25,613	Closed	-$377K	–	1124
2020 Q4	$377K	Hold	25,613	–	–	0.01%	764
2020 Q3	$364K	Hold	25,613	–	–	0.01%	720
2020 Q2	$338K	Hold	25,613	–	–	0.01%	736
2020 Q1	$299K	Buy	25,613 +2,000	+8%	+$27K	0.01%	693
2019 Q4	$330K	Hold	23,613	–	–	0.01%	718
2019 Q3	$322K	Hold	23,613	–	–	0.01%	701
2019 Q2	$306K	Hold	23,613	–	–	0.01%	731
2019 Q1	$293K	Sell	23,613 -1,000	-4%	-$12K	0.01%	717
2018 Q4	$275K	Buy	+24,613	New	+$288K	0.01%	686
2018 Q3	–	Sell	-26,826	Closed	-$324K	–	2986
2018 Q2	$324K	Buy	26,826 +750	+3%	+$9.3K	0.01%	709
2018 Q1	$330K	Hold	26,076	–	–	0.01%	687
2017 Q4	$347K	Hold	26,076	–	–	0.02%	657
2017 Q3	$354K	Buy	+26,076	New	+$351K	0.02%	616
2017 Q1	–	Sell	-14,063	Closed	-$182K	–	821
2016 Q4	$182K	Buy	14,063 +3,000	+27%	+$38.1K	0.01%	662
2016 Q3	$148K	Sell	11,063 -6,064	-35%	-$80.8K	0.01%	635
2016 Q2	$223K	Buy	+17,127	New	+$218K	0.02%	538

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

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

Stratos Wealth Partners's BTZ Position: Q1 2026 in Review

Stratos Wealth Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2026, closing a stake of 10,502 shares — an estimated $114K sold.

Stratos Wealth Partners first reported a position in BTZ in Q2 2016 and held it in 18 quarters. The position peaked at $377K in Q4 2020. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Stratos Wealth Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2026 after selling out during the quarter.
Stratos Wealth Partners sold 10,502 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $114K.
Stratos Wealth Partners first reported a position in BlackRock Credit Allocation Income Trust in Q2 2016 and held it in 18 quarters.
Stratos Wealth Partners's BlackRock Credit Allocation Income Trust position peaked at $377K in Q4 2020.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.