CL
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Choreo LLC’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Choreo LLC’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
Q1 		$318K Buy
31,440
+15
+0% +$157 ﹤0.01% 1216
2025
Q4 		$343K Sell
31,425
-376
-1% -$4.12K ﹤0.01% 1132
2025
Q3 		$351K Sell
31,801
-5,148
-14% -$56.6K ﹤0.01% 1138
2025
Q2 		$403K Sell
36,949
-300
-0.8% -$3.16K 0.01% 1004
2025
Q1 		$399K Buy
37,249
+134
+0.4% +$1.43K 0.01% 946
2024
Q4 		$387K Sell
37,115
-140
-0.4% -$1.52K 0.01% 1044
2024
Q3 		$419K Sell
37,255
-529
-1% -$5.78K 0.01% 1003
2024
Q2 		$403K Buy
+37,784
New +$395K 0.01% 925

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return