SSG
BTZ icon

Summit Securities Group’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Summit Securities Group’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
2024
Q2 		– Sell
-6,537
Closed -$70K – 592
2024
Q1 		$70K Buy
+6,537
New +$70.2K 0.01% 222

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Summit Securities Group's BTZ Position: Q2 2024 in Review

Summit Securities Group sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2024, closing a stake of 6,537 shares — an estimated $70K sold.

Summit Securities Group first reported a position in BTZ in Q1 2024 and held it in 1 quarter. The position peaked at $70K in Q1 2024. 138 funds tracked by Wall St. Rank hold BTZ as of Q2 2024.

  • Summit Securities Group reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2024 after selling out during the quarter.
  • Summit Securities Group sold 6,537 BlackRock Credit Allocation Income Trust shares in Q2 2024, an estimated $70K.
  • Summit Securities Group first reported a position in BlackRock Credit Allocation Income Trust in Q1 2024 and held it in 1 quarter.
  • Summit Securities Group's BlackRock Credit Allocation Income Trust position peaked at $70K in Q1 2024.
  • 138 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2024.

Based on Summit Securities Group's 13F filing for Q2 2024, filed 26 Jul 2024.