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

Clearstead 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
2026
Q1 		$141K Buy
13,919
+196
+1% +$2.06K ﹤0.01% 1067
2025
Q4 		$149K Buy
13,723
+181
+1% +$1.98K ﹤0.01% 1001
2025
Q3 		$150K Buy
13,542
+176
+1% +$1.94K ﹤0.01% 943
2025
Q2 		$146K Buy
13,366
+177
+1% +$1.86K ﹤0.01% 964
2025
Q1 		$141K Sell
13,189
-1,783
-12% -$19.1K ﹤0.01% 907
2024
Q4 		$157K Buy
14,972
+2,124
+17% +$23.1K ﹤0.01% 916
2024
Q3 		$145K Sell
12,848
-7,820
-38% -$85.4K ﹤0.01% 940
2024
Q2 		$221K Buy
+20,668
New +$216K ﹤0.01% 792

Other funds holding BTZ

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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 $12.6B 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 $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return