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

Wingate Wealth 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
2025
Q1 		– Sell
-1,000
Closed -$10.5K – 142
2024
Q4 		$10.5K Buy
+1,000
New +$10.9K 0.01% 334

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GC
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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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wingate Wealth Advisors's BTZ Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 1,000 shares — an estimated $10.5K sold.

Wingate Wealth Advisors first reported a position in BTZ in Q4 2024 and held it in 1 quarter. The position peaked at $10.5K in Q4 2024. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,000 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $10.5K.
  • Wingate Wealth Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's BlackRock Credit Allocation Income Trust position peaked at $10.5K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.