Wolff Wiese Magana’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Wolff Wiese Magana’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	$2.04K	Hold	200	–	–	﹤0.01%	819
2026 Q1	$2.02K	Hold	200	–	–	﹤0.01%	783
2025 Q4	$2.17K	Hold	200	–	–	﹤0.01%	737
2025 Q3	$2.21K	Hold	200	–	–	﹤0.01%	742
2025 Q2	$2.18K	Hold	200	–	–	﹤0.01%	712
2025 Q1	$2.14K	Hold	200	–	–	﹤0.01%	722
2024 Q4	$2.09K	Hold	200	–	–	﹤0.01%	696
2024 Q3	$2.26K	Hold	200	–	–	﹤0.01%	721
2024 Q2	$2.14K	Hold	200	–	–	﹤0.01%	534
2024 Q1	$2.14K	Hold	200	–	–	﹤0.01%	496
2023 Q4	$2.06K	Hold	200	–	–	﹤0.01%	481
2023 Q3	$1.94K	Hold	200	–	–	﹤0.01%	552
2023 Q2	$2.03K	Hold	200	–	–	﹤0.01%	549
2023 Q1	$2.06K	Hold	200	–	–	﹤0.01%	511
2022 Q4	$2.02K	Hold	200	–	–	﹤0.01%	499
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	701
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	717
2022 Q1	$3K	Hold	200	–	–	﹤0.01%	683
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	678
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	665
2021 Q2	$3K	Hold	200	–	–	﹤0.01%	667
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	640
2020 Q4	$3K	Buy	+200	New	+$2.88K	﹤0.01%	590

Other funds holding BTZ

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

EWL

Emissary Wealth LLC Hackensack, New Jersey $131M AUM

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

MGWM

Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

Wolff Wiese Magana's BTZ Position: Q2 2026 in Review

Wolff Wiese Magana held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 200 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Wolff Wiese Magana first reported a position in BTZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q1 2022. 50 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Wolff Wiese Magana held 200 shares of BlackRock Credit Allocation Income Trust worth $2.04K as of Q2 2026.
Wolff Wiese Magana left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #819 holding.
Wolff Wiese Magana first reported a position in BlackRock Credit Allocation Income Trust in Q4 2020 and has held it in 23 quarters since.
Wolff Wiese Magana's BlackRock Credit Allocation Income Trust position peaked at $3K in Q1 2022.
50 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.