Sowell Financial Services LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1633697
NORTH LITTLE ROCK, AR
Position in BTZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,782,202
+$587,962 QoQ
Shares Held
761,468
+6.9% QoQ
Ownership
0.816%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#10
of 156 holders
Holding Since
Mar 2020
23 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, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. BTZ ranks #1 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in BTZ
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,782,202 | 761,468 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,194,240 | 712,301 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,088,689 | 654,542 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,285,828 | 659,351 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $7,224,027 | 661,541 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $7,088,396 | 661,231 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,904,876 | 660,122 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,083,941 | 628,009 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $6,972,938 | 651,068 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $7,072,899 | 661,637 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,823,181 | 661,161 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,979,277 | 617,694 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,230,223 | 515,293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,866,243 | 472,910 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,678,441 | 463,212 | Shares | Sole | 2023-02-09 | |
| 2021-12-31 | $5,062,639 | 336,388 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,056,182 | 399,748 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $6,174,325 | 396,044 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $5,761,048 | 392,442 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,121 | 824 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $11,191 | 787 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,319 | 706 | 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. | ||||||