U.S. Capital Wealth Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-105,440	Closed	-$1.53M	–	891
2025 Q1	$1.53M	Hold	105,440	–	–	0.05%	344
2024 Q4	$1.54M	Buy	+105,440	New	+$1.55M	0.05%	348
2021 Q4	–	Sell	-20,000	Closed	-$374K	–	718
2021 Q3	$374K	Buy	+20,000	New	+$373K	0.02%	567

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's BIT Position: Q2 2025 in Review

U.S. Capital Wealth Advisors sold out of BlackRock Multi-Sector Income Trust (BIT) in Q2 2025, closing a stake of 105,440 shares — an estimated $1.53M sold.

U.S. Capital Wealth Advisors first reported a position in BIT in Q3 2021 and held it in 3 quarters. The position peaked at $1.54M in Q4 2024. 72 funds tracked by Wall St. Rank hold BIT as of Q2 2025.

U.S. Capital Wealth Advisors reported no remaining BlackRock Multi-Sector Income Trust position as of Q2 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 105,440 BlackRock Multi-Sector Income Trust shares in Q2 2025, an estimated $1.53M.
U.S. Capital Wealth Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q3 2021 and held it in 3 quarters.
U.S. Capital Wealth Advisors's BlackRock Multi-Sector Income Trust position peaked at $1.54M in Q4 2024.
72 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q2 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.