180 WEALTH ADVISORS, LLC
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1730817
FEDERAL WAY, WA
Position in BTZ
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$188,211
+$2,210 QoQ
Shares Held
18,416
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 55 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $35,537,355 across 26 Asset Management names. BTZ ranks #21 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCX |
BlackRock Resources & Commodities Strategy Trust
|
1,086,189 | $12,284,797 | |
| 2 | TDF |
Templeton Dragon Fund Inc
|
329,251 | $3,585,543 | |
| 3 | BLK |
BlackRock, Inc.
|
3,427 | $3,295,266 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
152,829 | $3,058,108 | |
| 5 | GGZ |
Gabelli Global Small & Mid Cap Value Trust
|
118,916 | $1,935,952 | |
| 6 | TYG |
Tortoise Energy Infrastructure Corp
|
43,329 | $1,857,514 | |
| 7 | PSEC |
Prospect Capital Corp
|
580,986 | $1,342,077 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
40,396 | $1,218,747 |
All Filings in BTZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,211 | 18,416 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $186,001 | 18,416 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $199,445 | 18,416 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $203,496 | 18,416 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $201,102 | 18,416 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $197,419 | 18,416 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $192,631 | 18,416 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $217,557 | 19,287 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $214,060 | 19,987 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $219,700 | 20,552 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $223,170 | 21,625 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $209,330 | 21,625 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $241,529 | 23,796 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $222,109 | 21,585 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $217,594 | 21,544 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $205,129 | 21,502 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $233,742 | 21,464 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $269,135 | 21,428 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $255,127 | 16,952 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $228,946 | 15,112 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $164,396 | 10,545 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||