Arcus Capital Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Arcus Capital 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 Q1	–	Sell	-95,604	Closed	-$1.02M	–	123
2024 Q4	$1.02M	Buy	+95,604	New	+$1.04M	0.32%	43
2024 Q3	–	Sell	-66,613	Closed	-$713K	–	114
2024 Q2	$713K	Sell	66,613 -28,991	-30%	-$303K	0.27%	55
2024 Q1	$1.02M	Buy	95,604 +969	+1%	+$10.4K	0.32%	43
2023 Q4	$977K	Sell	94,635 -564,950	-86%	-$5.54M	0.34%	40
2023 Q3	$6.38M	Buy	659,585 +14,742	+2%	+$148K	1.96%	10
2023 Q2	$6.55M	Buy	644,843 +290,093	+82%	+$2.98M	1.95%	10
2023 Q1	$3.65M	Buy	+354,750	New	+$3.78M	1.25%	12

Other funds holding BTZ

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcus Capital Partners's BTZ Position: Q1 2025 in Review

Arcus Capital Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q1 2025, closing a stake of 95,604 shares — an estimated $1.02M sold.

Arcus Capital Partners first reported a position in BTZ in Q1 2023 and held it in 7 quarters. The position peaked at $6.55M in Q2 2023. 145 funds tracked by Wall St. Rank hold BTZ as of Q1 2025.

Arcus Capital Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q1 2025 after selling out during the quarter.
Arcus Capital Partners sold 95,604 BlackRock Credit Allocation Income Trust shares in Q1 2025, an estimated $1.02M.
Arcus Capital Partners first reported a position in BlackRock Credit Allocation Income Trust in Q1 2023 and held it in 7 quarters.
Arcus Capital Partners's BlackRock Credit Allocation Income Trust position peaked at $6.55M in Q2 2023.
145 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2025.

Based on Arcus Capital Partners's 13F filing for Q1 2025, filed 30 Apr 2025.