Wealth Enhancement Advisory Services
BTZ icon

Wealth Enhancement Advisory Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$117K Buy
+11,508
New +$118K ﹤0.01% 3762
2024
Q1 		– Sell
-13,674
Closed -$141K – 2492
2023
Q4 		$141K Buy
+13,674
New +$134K ﹤0.01% 2138

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NWMP
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SDAM
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PEA
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MFG
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1WA
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PFS
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Wealth Enhancement Advisory Services's BTZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in BlackRock Credit Allocation Income Trust (BTZ) in Q2 2026: 11,508 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #3762 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in BTZ as recently as Q4 2023.

Wealth Enhancement Advisory Services first reported a position in BTZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $141K in Q4 2023. 21 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 11,508 shares of BlackRock Credit Allocation Income Trust worth $117K as of Q2 2026.
  • BlackRock Credit Allocation Income Trust was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • BlackRock Credit Allocation Income Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3762 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock Credit Allocation Income Trust in Q4 2023 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's BlackRock Credit Allocation Income Trust position peaked at $141K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.