Pin Oak Investment Advisors’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Pin Oak Investment 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	$502K	Sell	49,680 -450	-0.9%	-$4.72K	0.36%	59
2025 Q4	$536K	Buy	50,130 +450	+0.9%	+$4.93K	0.38%	56
2025 Q3	$549K	Hold	49,680	–	–	0.39%	54
2025 Q2	$532K	Sell	49,680 -483	-1%	-$5.08K	0.45%	48
2025 Q1	$531K	Sell	50,163 -9,420	-16%	-$101K	0.4%	48
2024 Q4	$672K	Hold	59,583	–	–	0.61%	33
2024 Q3	$672K	Buy	59,583 +12,165	+26%	+$133K	0.61%	33
2024 Q2	$508K	Buy	47,418 +480	+1%	+$5.01K	0.49%	38
2024 Q1	$502K	Buy	46,938 +3,960	+9%	+$42.6K	0.48%	44
2023 Q4	$444K	Buy	42,978 +8,925	+26%	+$87.5K	0.45%	45
2023 Q3	$330K	Buy	34,053 +33,570	+6,950%	+$337K	0.37%	51
2023 Q2	$5K	Hold	483	–	–	0.01%	373
2023 Q1	$5K	Hold	483	–	–	0.01%	352
2022 Q4	$5K	Hold	483	–	–	0.01%	341
2022 Q3	$5K	Hold	483	–	–	0.01%	318
2022 Q2	$5K	Sell	483 -735	-60%	-$8.39K	0.01%	343
2022 Q1	$15K	Hold	1,218	–	–	0.02%	287
2021 Q4	$18K	Sell	1,218 -4,826	-80%	-$72.9K	0.02%	267
2021 Q3	$92K	Hold	6,044	–	–	0.1%	124
2021 Q2	$94K	Hold	6,044	–	–	0.1%	126
2021 Q1	$89K	Hold	6,044	–	–	0.08%	141
2020 Q4	$89K	Hold	6,044	–	–	0.07%	144
2020 Q3	$86K	Buy	6,044 +735	+14%	+$10.2K	0.08%	134
2020 Q2	$70K	Hold	5,309	–	–	0.07%	149
2020 Q1	$62K	Sell	5,309 -17,586	-77%	-$238K	0.06%	155
2019 Q4	$320K	Hold	22,895	–	–	0.26%	73
2019 Q3	$312K	Hold	22,895	–	–	0.26%	81
2019 Q2	$297K	Hold	22,895	–	–	0.23%	87
2019 Q1	$284K	Hold	22,895	–	–	0.23%	86
2018 Q4	$256K	Hold	22,895	–	–	0.23%	86
2018 Q3	$280K	Buy	22,895 +645	+3%	+$7.91K	0.21%	87
2018 Q2	$269K	Hold	22,250	–	–	0.2%	88
2018 Q1	$282K	Hold	22,250	–	–	0.23%	78
2017 Q4	$296K	Buy	+22,250	New	+$297K	0.23%	84

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

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

CIA

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

Pin Oak Investment Advisors's BTZ Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.9% in Q1 2026, selling an estimated $4.72K and leaving 49,680 shares worth $502K. The position accounts for 0.36% of the portfolio, ranked #59.

Pin Oak Investment Advisors first reported a position in BTZ in Q4 2017 and has held it in 34 quarters since. The position peaked at $672K in Q4 2024. 154 funds tracked by Wall St. Rank hold BTZ as of Q1 2026.

Pin Oak Investment Advisors held 49,680 shares of BlackRock Credit Allocation Income Trust worth $502K as of Q1 2026.
Pin Oak Investment Advisors sold 450 BlackRock Credit Allocation Income Trust shares in Q1 2026, an estimated $4.72K.
BlackRock Credit Allocation Income Trust made up 0.36% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #59 holding.
Pin Oak Investment Advisors first reported a position in BlackRock Credit Allocation Income Trust in Q4 2017 and has held it in 34 quarters since.
Pin Oak Investment Advisors's BlackRock Credit Allocation Income Trust position peaked at $672K in Q4 2024.
154 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.