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 Q2	$138K	Hold	13,500	–	–	0.01%	295
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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return

Crescent Grove Advisors's BTZ Position: Q2 2026 in Review

Crescent Grove Advisors held its BlackRock Credit Allocation Income Trust (BTZ) position steady in Q2 2026 at 13,500 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #295.

Crescent Grove Advisors first reported a position in BTZ in Q2 2023 and has held it in 13 quarters since. The position peaked at $228K in Q2 2023. 155 funds tracked by Wall St. Rank hold BTZ as of Q2 2026.

Crescent Grove Advisors held 13,500 shares of BlackRock Credit Allocation Income Trust worth $138K as of Q2 2026.
Crescent Grove Advisors left its BlackRock Credit Allocation Income Trust share count unchanged in Q2 2026.
BlackRock Credit Allocation Income Trust made up 0.01% of Crescent Grove Advisors's portfolio in Q2 2026, its #295 holding.
Crescent Grove Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q2 2023 and has held it in 13 quarters since.
Crescent Grove Advisors's BlackRock Credit Allocation Income Trust position peaked at $228K in Q2 2023.
155 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.