Miller Financial Services’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Miller Financial Services’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	$131K	Hold	13,000	–	–	0.14%	111
2025 Q4	$141K	Hold	13,000	–	–	0.17%	106
2025 Q3	$144K	Hold	13,000	–	–	0.17%	108
2025 Q2	$142K	Hold	13,000	–	–	0.18%	101
2025 Q1	$139K	Hold	13,000	–	–	0.2%	89
2024 Q4	$136K	Buy	+13,000	New	+$141K	0.11%	121

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