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Wela Strategies’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wela Strategies’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
Q3 		$492K Buy
44,524
+1,118
+3% +$12.3K 0.19% 40
2025
Q2 		$474K Sell
43,406
-43
-0.1% -$453 0.19% 43
2025
Q1 		$466K Buy
43,449
+3,650
+9% +$39.1K 0.2% 39
2024
Q4 		$5.24M Sell
39,799
-1,210
-3% -$13.2K 2.26% 13
2024
Q3 		$463K Sell
41,009
-22,588
-36% -$247K 0.2% 39
2024
Q2 		$681K Buy
63,597
+2,387
+4% +$24.9K 0.32% 24
2024
Q1 		$654K Sell
61,210
-34,299
-36% -$369K 0.31% 26
2023
Q4 		$986K Buy
95,509
+441
+0.5% +$4.32K 0.53% 22
2023
Q3 		$920K Buy
95,068
+6,827
+8% +$68.5K 0.55% 22
2023
Q2 		$896K Sell
88,241
-2,111
-2% -$21.7K 0.69% 20
2023
Q1 		$930K Buy
+90,352
New +$963K 0.5% 23
2022
Q3 		– Sell
-77,047
Closed -$839K – 46
2022
Q2 		$839K Sell
77,047
-2,606
-3% -$29.7K 0.49% 24
2022
Q1 		$1M Buy
79,653
+23,815
+43% +$314K 0.51% 22
2021
Q4 		$840K Buy
55,838
+48
+0.1% +$725 0.42% 24
2021
Q3 		$845K Sell
55,790
-11,235
-17% -$174K 0.44% 23
2021
Q2 		$1.04M Buy
67,025
+648
+1% +$9.69K 0.42% 24
2021
Q1 		$974K Buy
66,377
+3,562
+6% +$52.5K 0.52% 24
2020
Q4 		$924K Sell
62,815
-1,766
-3% -$25.4K 0.53% 22
2020
Q3 		$918K Buy
+64,581
New +$900K 0.58% 22
2020
Q1 		– Sell
-68,153
Closed -$953K – 35
2019
Q4 		$953K Sell
68,153
-1,985
-3% -$27.1K 0.56% 22
2019
Q3 		$955K Sell
70,138
-692
-1% -$9.3K 0.59% 21
2019
Q2 		$919K Buy
70,830
+638
+0.9% +$8.1K 0.58% 20
2019
Q1 		$871K Sell
70,192
-6,018
-8% -$72.1K 0.58% 21
2018
Q4 		$852K Buy
76,210
+506
+0.7% +$5.92K 0.64% 21
2018
Q3 		$927K Buy
75,704
+2,475
+3% +$30.3K 0.65% 21
2018
Q2 		$885K Sell
73,229
-1,009
-1% -$12.5K 0.66% 22
2018
Q1 		$941K Buy
74,238
+3,131
+4% +$40.2K 0.75% 19
2017
Q4 		$947K Sell
71,107
-223
-0.3% -$2.98K 0.75% 22
2017
Q3 		$968K Buy
71,330
+953
+1% +$12.8K 0.91% 21
2017
Q2 		$947K Buy
70,377
+408
+0.6% +$5.45K 0.87% 20
2017
Q1 		$921K Buy
+69,969
New +$910K 0.9% 19

Other funds holding BTZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wela Strategies's BTZ Position: Q3 2025 in Review

Wela Strategies increased its BlackRock Credit Allocation Income Trust (BTZ) stake by 2.6% in Q3 2025, buying an estimated $12.3K and bringing the position to 44,524 shares worth $492K. The position accounts for 0.19% of the portfolio, ranked #40.

Wela Strategies first reported a position in BTZ in Q1 2017 and has held it in 31 quarters since. The position peaked at $5.24M in Q4 2024. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

  • Wela Strategies held 44,524 shares of BlackRock Credit Allocation Income Trust worth $492K as of Q3 2025.
  • Wela Strategies bought 1,118 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $12.3K.
  • BlackRock Credit Allocation Income Trust made up 0.19% of Wela Strategies's portfolio in Q3 2025, its #40 holding.
  • Wela Strategies first reported a position in BlackRock Credit Allocation Income Trust in Q1 2017 and has held it in 31 quarters since.
  • Wela Strategies's BlackRock Credit Allocation Income Trust position peaked at $5.24M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.