Kovitz Investment Group Partners’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Kovitz Investment Group 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 Q3	–	Sell	-28,270	Closed	-$309K	–	1411
2025 Q2	$309K	Buy	28,270 +9,870	+54%	+$104K	﹤0.01%	1134
2025 Q1	$197K	Hold	18,400	–	–	﹤0.01%	1181
2024 Q4	$192K	Buy	+18,400	New	+$200K	﹤0.01%	1173

Other funds holding BTZ

SIA

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 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 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

CIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovitz Investment Group Partners's BTZ Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Credit Allocation Income Trust (BTZ) in Q3 2025, closing a stake of 28,270 shares — an estimated $309K sold.

Kovitz Investment Group Partners first reported a position in BTZ in Q4 2024 and held it in 3 quarters. The position peaked at $309K in Q2 2025. 150 funds tracked by Wall St. Rank hold BTZ as of Q3 2025.

Kovitz Investment Group Partners reported no remaining BlackRock Credit Allocation Income Trust position as of Q3 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 28,270 BlackRock Credit Allocation Income Trust shares in Q3 2025, an estimated $309K.
Kovitz Investment Group Partners first reported a position in BlackRock Credit Allocation Income Trust in Q4 2024 and held it in 3 quarters.
Kovitz Investment Group Partners's BlackRock Credit Allocation Income Trust position peaked at $309K in Q2 2025.
150 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.