Capital Investment Advisors, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1582732
ATLANTA, GA
Position in BTZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,834,318
-$531,733 QoQ
Shares Held
668,720
-8.3% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#11
of 156 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $124,807,225 across 109 Asset Management names. BTZ ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IGD |
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND
|
1,481,041 | $9,093,591 | |
| 2 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
2,329,618 | $8,479,809 | |
| 3 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
668,720 | $6,834,318 | |
| 4 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
296,331 | $5,523,609 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
|
580,562 | $5,439,865 | |
| 6 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
394,802 | $4,386,250 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
316,233 | $3,712,575 | |
| 8 | NAD |
Nuveen Quality Municipal Income Fund
|
305,660 | $3,704,599 |
All Filings in BTZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,834,318 | 668,720 | Shares | Sole | 2026-08-06 | |
| 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 | $974,134 | 0 | Shares | Sole | 2025-07-15 | |
| 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. | ||||||