Waverly Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Waverly Advisors’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	$161K	Sell	15,771 -1,650	-9%	-$16.9K	﹤0.01%	1648
2026 Q1	$176K	Sell	17,421 -339	-2%	-$3.56K	﹤0.01%	1504
2025 Q4	$192K	Sell	17,760 -3,562	-17%	-$39K	﹤0.01%	1388
2025 Q3	$236K	Sell	21,322 -1,523	-7%	-$16.7K	﹤0.01%	1138
2025 Q2	$249K	Sell	22,845 -650	-3%	-$6.84K	﹤0.01%	1043
2025 Q1	$252K	Sell	23,495 -100	-0.4%	-$1.07K	﹤0.01%	988
2024 Q4	$247K	Buy	+23,595	New	+$257K	﹤0.01%	880

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

Waverly Advisors's BTZ Position: Q2 2026 in Review

Waverly Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 9.5% in Q2 2026, selling an estimated $16.9K and leaving 15,771 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Waverly Advisors first reported a position in BTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q1 2025. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Waverly Advisors held 15,771 shares of BlackRock Credit Allocation Income Trust worth $161K as of Q2 2026.
Waverly Advisors sold 1,650 BlackRock Credit Allocation Income Trust shares in Q2 2026, an estimated $16.9K.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1648 holding.
Waverly Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and has held it in 7 quarters since.
Waverly Advisors's BlackRock Credit Allocation Income Trust position peaked at $252K in Q1 2025.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.