Capital Investment Advisors, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1582732
ATLANTA, GA
Position in BTZ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$7,366,051
-$1,776,115 QoQ
Shares Held
729,312
-13.6% QoQ
Ownership
0.781%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Capital Investment Advisors, LLC holds $123,447,904 across 105 Asset Management names. BTZ ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,736,686 | $9,899,110 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,539,012 | $9,216,613 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
729,312 | $7,366,051 | |
| 4 | EVV |
Eaton Vance Ltd Duration Income Fund
|
629,405 | $5,947,877 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
285,535 | $4,588,547 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
401,136 | $4,215,939 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
323,491 | $3,632,803 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
307,901 | $3,540,861 |
All Filings in BTZ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,366,051 | 729,312 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $9,142,166 | 844,152 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $10,049,687 | 909,474 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,637,543 | 974,134 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $10,936,404 | 1,020,187 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $10,506,494 | 1,004,445 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $10,764,628 | 954,311 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,715,972 | 907,187 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,216,811 | 862,190 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,581,616 | 831,552 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $7,931,220 | 819,341 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $7,584,019 | 747,194 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $7,064,054 | 686,497 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,135,568 | 607,482 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $2,552,207 | 267,527 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $3,062,376 | 281,210 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $3,559,667 | 283,413 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,670,203 | 110,977 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,850,769 | 122,163 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,465,214 | 542,990 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $7,775,540 | 529,669 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $7,490,111 | 509,185 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $8,209,291 | 577,306 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $7,479,212 | 566,607 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $6,676,795 | 572,624 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||