Optimum Investment Advisors’s BlackRock CA Municipal Income Trust BFZ Stock Holding History

Optimum Investment Advisors’s Portfolio BFZ Stock Details BFZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.2K	Hold	1,300	–	–	0.01%	476
2025 Q2	$14.1K	Hold	1,300	–	–	0.01%	477
2025 Q1	$14.3K	Hold	1,300	–	–	0.01%	480
2024 Q4	$14.6K	Hold	1,300	–	–	0.01%	470
2024 Q3	$15.7K	Hold	1,300	–	–	0.01%	481
2024 Q2	$15.6K	Hold	1,300	–	–	0.01%	474
2024 Q1	$15.4K	Hold	1,300	–	–	0.01%	479
2023 Q4	$15.6K	Hold	1,300	–	–	0.01%	473
2023 Q3	$13.4K	Hold	1,300	–	–	0.01%	513
2023 Q2	$15.4K	Hold	1,300	–	–	0.01%	503
2023 Q1	$15.2K	Hold	1,300	–	–	0.01%	518
2022 Q4	$14.1K	Hold	1,300	–	–	0.01%	532
2022 Q3	$13K	Hold	1,300	–	–	0.01%	553
2022 Q2	$15K	Hold	1,300	–	–	0.01%	549
2022 Q1	$16K	Hold	1,300	–	–	0.01%	587
2021 Q4	$19K	Hold	1,300	–	–	0.01%	597
2021 Q3	$19K	Hold	1,300	–	–	0.01%	596
2021 Q2	$19K	Hold	1,300	–	–	0.01%	664
2021 Q1	$19K	Hold	1,300	–	–	0.01%	677
2020 Q4	$18K	Hold	1,300	–	–	0.01%	634
2020 Q3	$17K	Hold	1,300	–	–	0.01%	629
2020 Q2	$17K	Hold	1,300	–	–	0.01%	624
2020 Q1	$16K	Hold	1,300	–	–	0.01%	615
2019 Q4	$18K	Hold	1,300	–	–	0.01%	685
2019 Q3	$18K	Hold	1,300	–	–	0.01%	693
2019 Q2	$17K	Hold	1,300	–	–	0.01%	702
2019 Q1	$17K	Hold	1,300	–	–	0.01%	717
2018 Q4	$16K	Hold	1,300	–	–	0.01%	680
2018 Q3	$16K	Hold	1,300	–	–	﹤0.01%	772
2018 Q2	$17K	Hold	1,300	–	–	﹤0.01%	760
2018 Q1	$17K	Buy	+1,300	New	+$17.3K	0.01%	731
2015 Q1	$20K	Hold	1,300	–	–	0.01%	682
2014 Q4	$19K	Hold	1,300	–	–	0.01%	728
2014 Q3	$19K	Hold	1,300	–	–	0.01%	646
2014 Q2	$19K	Hold	1,300	–	–	0.01%	665
2014 Q1	$19K	Hold	1,300	–	–	0.01%	520
2013 Q4	$18K	Hold	1,300	–	–	0.01%	533
2013 Q3	$18K	Buy	+1,300	New	+$17.9K	0.01%	514

Other funds holding BFZ

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Optimum Investment Advisors's BFZ Position: Q3 2025 in Review

Optimum Investment Advisors held its BlackRock CA Municipal Income Trust (BFZ) position steady in Q3 2025 at 1,300 shares worth $14.2K. The position accounts for 0.01% of the portfolio, ranked #476.

Optimum Investment Advisors first reported a position in BFZ in Q3 2013 and has held it in 38 quarters since. The position peaked at $20K in Q1 2015. 61 funds tracked by Wall St. Rank hold BFZ as of Q3 2025.

Optimum Investment Advisors held 1,300 shares of BlackRock CA Municipal Income Trust worth $14.2K as of Q3 2025.
Optimum Investment Advisors left its BlackRock CA Municipal Income Trust share count unchanged in Q3 2025.
BlackRock CA Municipal Income Trust made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #476 holding.
Optimum Investment Advisors first reported a position in BlackRock CA Municipal Income Trust in Q3 2013 and has held it in 38 quarters since.
Optimum Investment Advisors's BlackRock CA Municipal Income Trust position peaked at $20K in Q1 2015.
61 funds tracked by Wall St. Rank held BlackRock CA Municipal Income Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.