Stolper & Co
BTZ icon

Stolper & Co’s BlackRock Credit Allocation Income Trust BTZ Stock Holding History

Stolper & Co’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
Q3 		$814K Sell
87,411
-363
-0.4% -$3.63K 0.21% 69
2026
Q2 		$897K Buy
87,774
+22,002
+33% +$225K 0.23% 67
2026
Q1 		$567K Sell
65,772
-16,307
-20% -$171K 0.16% 74
2025
Q4 		$889K Buy
82,079
+1,783
+2% +$19.5K 0.26% 64
2025
Q3 		$887K Sell
80,296
-197
-0.2% -$2.17K 0.27% 64
2025
Q2 		$879K Buy
80,493
+4,944
+7% +$52K 0.29% 62
2025
Q1 		$810K Buy
75,549
+947
+1% +$10.1K 0.27% 63
2024
Q4 		$780K Sell
74,602
-835
-1% -$9.09K 0.26% 64
2024
Q3 		$851K Buy
75,437
+191
+0.3% +$2.08K 0.28% 63
2024
Q2 		$806K Buy
75,246
+1,281
+2% +$13.4K 0.28% 64
2024
Q1 		$791K Buy
73,965
+10,005
+16% +$108K 0.29% 64
2023
Q4 		$660K Buy
63,960
+3,364
+6% +$33K 0.27% 63
2023
Q3 		$587K Sell
60,596
-1,056
-2% -$10.6K 0.25% 66
2023
Q2 		$626K Sell
61,652
-1,479
-2% -$15.2K 0.26% 65
2023
Q1 		$650K Sell
63,131
-1,529
-2% -$16.3K 0.28% 65
2022
Q4 		$653K Sell
64,660
-2,339
-3% -$23.8K 0.29% 64
2022
Q3 		$639K Buy
66,999
+2,691
+4% +$29.5K 0.31% 64
2022
Q2 		$700K Buy
64,308
+380
+0.6% +$4.34K 0.33% 63
2022
Q1 		$803K Buy
63,928
+5,581
+10% +$73.7K 0.34% 61
2021
Q4 		$878K Buy
58,347
+3,708
+7% +$56K 0.39% 60
2021
Q3 		$828K Buy
54,639
+3,783
+7% +$58.7K 0.4% 61
2021
Q2 		$793K Buy
50,856
+214
+0.4% +$3.2K 0.37% 59
2021
Q1 		$743K Sell
50,642
-1,418
-3% -$20.9K 0.38% 58
2020
Q4 		$766K Sell
52,060
-1,035
-2% -$14.9K 0.43% 57
2020
Q3 		$755K Buy
53,095
+2,336
+5% +$32.6K 0.49% 53
2020
Q2 		$670K Buy
50,759
+83
+0.2% +$1.09K 0.44% 57
2020
Q1 		$591K Buy
+50,676
New +$685K 0.42% 59

Other funds holding BTZ

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
FCM
Fell Capital Management Newport Beach, California $116M AUM 17.16% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Stolper & Co's BTZ Position: Q3 2026 in Review

Stolper & Co reduced its BlackRock Credit Allocation Income Trust (BTZ) stake by 0.41% in Q3 2026, selling an estimated $3.63K and leaving 87,411 shares worth $814K. The position accounts for 0.21% of the portfolio, ranked #69.

Stolper & Co first reported a position in BTZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $897K in Q2 2026. 27 funds tracked by Wall St. Rank hold BTZ as of Q3 2026.

  • Stolper & Co held 87,411 shares of BlackRock Credit Allocation Income Trust worth $814K as of Q3 2026.
  • Stolper & Co sold 363 BlackRock Credit Allocation Income Trust shares in Q3 2026, an estimated $3.63K.
  • BlackRock Credit Allocation Income Trust made up 0.21% of Stolper & Co's portfolio in Q3 2026, its #69 holding.
  • Stolper & Co first reported a position in BlackRock Credit Allocation Income Trust in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's BlackRock Credit Allocation Income Trust position peaked at $897K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held BlackRock Credit Allocation Income Trust as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.