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

Tyche 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	$111K	Hold	11,000	–	–	0.02%	342
2025 Q4	$119K	Hold	11,000	–	–	0.02%	329
2025 Q3	$122K	Hold	11,000	–	–	0.02%	308
2025 Q2	$120K	Hold	11,000	–	–	0.02%	294
2025 Q1	$118K	Hold	11,000	–	–	0.03%	288
2024 Q4	$115K	Hold	11,000	–	–	0.02%	296
2024 Q3	$124K	Hold	11,000	–	–	0.03%	281
2024 Q2	$118K	Hold	11,000	–	–	0.03%	267
2024 Q1	$118K	Hold	11,000	–	–	0.03%	273
2023 Q4	$114K	Buy	+11,000	New	+$108K	0.03%	280

Other funds holding BTZ

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

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

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

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

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