SOA Wealth Advisors, LLC.
Position in BTZ — Blackrock Credit Allocation Income Trust
CIK 1849444
NEW YORK, NY
Position in BTZ
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$129,310
-$9,346 QoQ
Shares Held
12,803
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BTZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SOA Wealth Advisors, LLC. holds $18,861,380 across 57 Asset Management names. BTZ ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,993 | $12,495,498 | |
| 2 | AMP |
Ameriprise Financial Inc
|
9,772 | $4,342,676 | |
| 3 | BX |
Blackstone Inc.
|
2,977 | $342,325 | |
| 4 | AWF |
Alliancebernstein Global High Income Fund Inc
|
20,870 | $212,247 | |
| 5 | EOD |
Allspring Global Dividend Opportunity Fund
|
31,480 | $183,528 | |
| 6 | APO |
Apollo Global Management, Inc.
|
1,397 | $155,653 | |
| 7 | MAIN |
Main Street Capital CORP
|
2,881 | $152,577 | |
| 8 | BTZ |
Blackrock Credit Allocation Income Trust
This page
|
12,803 | $129,310 |
All Filings in BTZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,310 | 12,803 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $138,656 | 12,803 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $141,473 | 12,803 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $139,808 | 12,803 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $140,356 | 13,093 | Shares | Sole | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||