Sowell Financial Services LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1633697 NORTH LITTLE ROCK, AR

Position in BTZ

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$7,194,240

+$105,551 QoQ

Shares Held

712,301

+8.8% QoQ

Ownership

0.763%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sowell Financial Services LLC holds $46,357,449 across 72 Asset Management names. BTZ ranks #1 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BTZ	Blackrock Credit Allocation Income Trust This page	712,301	$7,194,240
2	LIEN	Chicago Atlantic BDC, Inc.	493,437	$4,608,701
3	BN	BROOKFIELD Corp /ON/	104,600	$4,233,162
4	FLC	Flaherty & Crumrine Total Return Fund Inc	207,722	$3,448,185
5	FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	116,232	$1,800,433
6	JQC	Nuveen Credit Strategies Income Fund	364,246	$1,773,878
7	BX	Blackstone Inc.	13,378	$1,538,336
8	UTG	Reaves Utility Income Fund	39,143	$1,537,537

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,194,240	712,301	+8.8%	Shares	Sole	2026-04-20
2025-12-31	$7,088,689	654,542	-0.7%	Shares	Sole	2026-01-21
2025-09-30	$7,285,828	659,351	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$7,224,027	661,541	+0.0%	Shares	Sole	2025-07-14
2025-03-31	$7,088,396	661,231	+0.2%	Shares	Sole	2025-04-17
2024-12-31	$6,904,876	660,122	+5.1%	Shares	Sole	2025-02-07
2024-09-30	$7,083,941	628,009	-3.5%	Shares	Sole	2024-10-04
2024-06-30	$6,972,938	651,068	-1.6%	Shares	Sole	2024-08-13
2024-03-31	$7,072,899	661,637	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$6,823,181	661,161	+7.0%	Shares	Sole	2024-01-24
2023-09-30	$5,979,277	617,694	+19.9%	Shares	Sole	2023-11-08
2023-06-30	$5,230,223	515,293	+9.0%	Shares	Sole	2023-08-14
2023-03-31	$4,866,243	472,910	+2.1%	Shares	Sole	2023-05-12
2022-12-31	$4,678,441	463,212	+37.7%	Shares	Sole	2023-02-09
2021-12-31	$5,062,639	336,388	-15.8%	Shares	Sole	2022-02-09
2021-09-30	$6,056,182	399,748	+0.9%	Shares	Sole	2021-11-04
2021-06-30	$6,174,325	396,044	+0.9%	Shares	Sole	2021-08-05
2021-03-31	$5,761,048	392,442	+47526.5%	Shares	Sole	2021-05-07
2020-12-31	$12,121	824	+4.7%	Shares	Sole	2021-01-13
2020-09-30	$11,191	787	+11.5%	Shares	Sole	2020-11-12
2020-06-30	$9,319	706	+2.6%	Shares	Sole	2020-08-13
2020-03-31	$8,022	688	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.