Physician Wealth Advisors, Inc.
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1795173
MIDVALE, UT
Position in BTZ
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$101,000
-$7,300 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Physician Wealth Advisors, Inc. holds $1,581,660 across 50 Asset Management names. BTZ ranks #6 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
337 | $324,096 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $221,427 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $216,004 | |
| 4 | PCM |
Pcm Fund, Inc.
|
27,330 | $156,054 | |
| 5 | BX |
Blackstone Inc.
|
1,067 | $122,694 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
10,000 | $101,000 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
1,922 | $49,741 | |
| 8 | PFG |
Principal Financial Group Inc
|
484 | $43,613 |
All Filings in BTZ
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,000 | 10,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $108,300 | 10,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $110,500 | 10,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $109,200 | 10,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $107,200 | 10,000 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $104,600 | 10,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $133,611 | 11,845 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $157,265 | 14,684 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $156,971 | 14,684 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $151,538 | 14,684 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $142,141 | 14,684 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $149,042 | 14,684 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $132,113 | 12,839 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $129,673 | 12,839 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $122,484 | 12,839 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $139,816 | 12,839 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $196,074 | 15,611 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $234,945 | 15,611 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $236,506 | 15,611 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $243,375 | 15,611 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $229,169 | 15,611 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $229,637 | 15,611 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $221,988 | 15,611 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $206,065 | 15,611 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||