Shulman DeMeo Asset Management LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 1767070 LAKE SUCCESS, NY

Position in BTZ

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$510,443

-$74,420 QoQ

Shares Held

50,539

-6.4% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

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

Financial Services · as of Mar 31, 2026

Shulman DeMeo Asset Management LLC holds $13,063,725 across 27 Asset Management names. BTZ ranks #8 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	157,720	$2,534,560
2	QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	45,829	$1,222,259
3	APO	Apollo Global Management, Inc.	10,910	$1,215,592
4	BDJ	BlackRock Enhanced Equity Dividend Trust	129,581	$1,116,988
5	DNP	Dnp Select Income Fund Inc	92,387	$951,586
6	BX	Blackstone Inc.	5,559	$639,229
7	JPC	Nuveen Preferred & Income Opportunities Fund	77,701	$585,865
8	BTZ	Blackrock Credit Allocation Income Trust This page	50,539	$510,443

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$510,443	50,539	-6.4%	Shares	Sole	2026-04-09
2025-12-31	$584,863	54,004	-0.2%	Shares	Sole	2026-01-14
2025-09-30	$597,738	54,094	-0.5%	Shares	Sole	2025-10-17
2025-06-30	$593,687	54,367	-2.3%	Shares	Sole	2025-07-15
2025-03-31	$596,643	55,657	-1.1%	Shares	Sole	2025-04-09
2024-12-31	$588,657	56,277	+0.0%	Shares	Sole	2025-01-15
2024-09-30	$634,680	56,266	+0.0%	Shares	Sole	2024-10-15
2024-06-30	$602,319	56,239	-0.2%	Shares	Sole	2024-07-17
2024-03-31	$602,595	56,370	-0.6%	Shares	Sole	2024-04-16
2023-12-31	$585,009	56,687	0.0%	Shares	Sole	2024-01-11
2023-09-30	$548,730	56,687	-0.1%	Shares	Sole	2023-10-19
2023-06-30	$575,677	56,717	-0.5%	Shares	Sole	2023-07-27
2023-03-31	$586,653	57,012	-0.3%	Shares	Sole	2023-04-14
2022-12-31	$577,477	57,176	-6.3%	Shares	Sole	2023-01-24
2022-09-30	$582,407	61,049	-0.3%	Shares	Sole	2022-10-18
2022-06-30	$667,001	61,249	-1.1%	Shares	Sole	2022-07-22
2022-03-31	$777,501	61,903	-2.1%	Shares	Sole	2022-04-27
2021-12-31	$951,536	63,225	-0.2%	Shares	Sole	2022-01-28
2021-09-30	$959,919	63,361	-0.7%	Shares	Sole	2021-10-26
2021-03-31	$936,378	63,786	-6.0%	Shares	Sole	2021-04-26
2020-12-31	$998,514	67,880	-6.3%	Shares	Sole	2021-01-13
2020-09-30	$1,030,153	72,444	+0.0%	Shares	Sole	2020-11-02
2020-06-30	$956,049	72,428	-1.4%	Shares	Sole	2020-07-21
2020-03-31	$856,170	73,428	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.