Wealthcare Advisory Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wealthcare Advisory 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
2025 Q2	–	Sell	-29,467	Closed	-$316K	–	978
2025 Q1	$316K	Buy	+29,467	New	+$315K	0.01%	725
2021 Q2	–	Sell	-492	Closed	-$7K	–	726
2021 Q1	$7K	Buy	+492	New	+$7.25K	﹤0.01%	1543

Other funds holding BTZ

SIA

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

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

CIA

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

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

Wealthcare Advisory Partners's BTZ Position: Q2 2025 in Review

Wealthcare Advisory Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q2 2025, closing a stake of 29,467 shares — an estimated $316K sold.

Wealthcare Advisory Partners first reported a position in BTZ in Q1 2021 and held it in 2 quarters. The position peaked at $316K in Q1 2025. 143 funds tracked by Wall St. Rank hold BTZ as of Q2 2025.

Wealthcare Advisory Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q2 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 29,467 BlackRock Credit Allocation Income Trust shares in Q2 2025, an estimated $316K.
Wealthcare Advisory Partners first reported a position in BlackRock Credit Allocation Income Trust in Q1 2021 and held it in 2 quarters.
Wealthcare Advisory Partners's BlackRock Credit Allocation Income Trust position peaked at $316K in Q1 2025.
143 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.