Cetera Investment Advisers
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1666741
SCHAUMBURG, IL
Position in BTZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,384,296
+$120,491 QoQ
Shares Held
236,069
+12.9% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $1,058,754,012 across 344 Asset Management names. BTZ ranks #85 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,806 | $70,018,258 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,726,789 | $61,197,402 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,883,014 | $55,449,439 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
3,211,031 | $53,335,224 | |
| 5 | BX |
Blackstone Inc.
|
427,819 | $49,194,906 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,457,155 | $35,540,010 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
799,536 | $32,357,221 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,708,064 | $29,224,975 |
All Filings in BTZ
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,384,296 | 236,069 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,263,805 | 209,031 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,950,866 | 176,549 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,781,368 | 163,129 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $952,611 | 88,863 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $906,181 | 86,633 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $864,600 | 76,649 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $616,296 | 57,544 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $451,139 | 42,202 | Shares | Sole | 2024-05-24 | |
| 2023-06-30 | $147,723 | 14,554 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $142,516 | 13,850 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $140,198 | 13,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $100,370 | 10,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $319,044 | 29,297 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $229,621 | 18,282 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $274,361 | 18,230 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $276,139 | 18,227 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $284,751 | 18,265 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $267,308 | 18,209 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $267,236 | 18,167 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||