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

Crescent Grove 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	$136K	Hold	13,500	–	–	0.01%	299
2025 Q4	$146K	Hold	13,500	–	–	0.01%	293
2025 Q3	$149K	Hold	13,500	–	–	0.01%	288
2025 Q2	$147K	Hold	13,500	–	–	0.01%	279
2025 Q1	$145K	Hold	13,500	–	–	0.02%	255
2024 Q4	$141K	Hold	13,500	–	–	0.01%	270
2024 Q3	$152K	Hold	13,500	–	–	0.02%	269
2024 Q2	$145K	Hold	13,500	–	–	0.02%	270
2024 Q1	$144K	Hold	13,500	–	–	0.02%	293
2023 Q4	$139K	Hold	13,500	–	–	0.02%	279
2023 Q3	$131K	Sell	13,500 -9,000	-40%	-$90.3K	0.02%	266
2023 Q2	$228K	Buy	+22,500	New	+$231K	0.02%	264

Other funds holding BTZ

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return