Position in BTZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$897,050
+$232,753 QoQ
Shares Held
87,774
+33.5% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#10
of 55 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, 2026Stolper Co holds $23,022,276 across 26 Asset Management names. BTZ ranks #10 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
107,587 | $2,748,847 | |
| 2 | TY |
TRI-CONTINENTAL Corp
|
65,324 | $2,248,452 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
43,288 | $1,272,667 | |
| 4 | JQC |
Nuveen Credit Strategies Income Fund
|
260,346 | $1,265,281 | |
| 5 | AOD |
abrdn Total Dynamic Dividend Fund
|
104,186 | $1,074,157 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
56,794 | $1,048,985 | |
| 7 | MEGI |
NYLI CBRE Global Infrastructure Megatrends Term Fund
|
68,556 | $1,042,051 | |
| 8 | BST |
BlackRock Science & Technology Trust
|
19,378 | $982,658 |
All Filings in BTZ
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,050 | 87,774 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $664,297 | 65,772 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $888,915 | 82,079 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $887,270 | 80,296 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $878,983 | 80,493 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $809,885 | 75,549 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $780,336 | 74,602 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $850,929 | 75,437 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $805,884 | 75,246 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $790,685 | 73,965 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $660,067 | 63,960 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $586,569 | 60,596 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $625,767 | 61,652 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $649,617 | 63,131 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $653,066 | 64,660 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $639,170 | 66,999 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $700,314 | 64,308 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $802,935 | 63,928 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $878,122 | 58,347 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $827,780 | 54,639 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $792,845 | 50,856 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $743,424 | 50,642 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $765,802 | 52,060 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $755,010 | 53,095 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $670,018 | 50,759 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $590,882 | 50,676 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||