Steward Partners Investment Advisory, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1723397
STAMFORD, CT
Position in BTZ
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,321,346
+$86,205 QoQ
Shares Held
324,985
+1.5% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#19
of 156 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. BTZ ranks #27 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in BTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,321,346 | 324,985 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,235,141 | 320,311 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,582,780 | 330,820 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,117,713 | 282,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,687,018 | 246,064 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,202,606 | 205,467 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,140 | 5,654 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $63,777 | 5,654 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,554 | 5,654 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $60,441 | 5,654 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $62,477 | 6,054 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $536,378 | 55,411 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $412,587 | 40,649 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $329,712 | 32,042 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $246,520 | 24,408 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $254,317 | 26,658 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $409,975 | 37,647 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $439,788 | 35,015 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $429,406 | 28,532 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $385,294 | 25,432 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $295,929 | 18,982 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $314,988 | 21,457 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $283,226 | 19,254 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $273,791 | 19,254 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $243,144 | 18,420 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $145,038 | 12,439 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||