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Equibles

Clearstead Advisors, LLC

Position in BTZ — Blackrock Credit Allocation Income Trust

CIK 842775 CLEVELAND, OH
Back to BTZ Full portfolio

Position in BTZ

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$144,326
+$3,745 QoQ
Shares Held
14,122
+1.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 156 holders
Holding Since
Jun 2024
9 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, 2026

Clearstead Advisors, LLC holds $72,919,884 across 106 Asset Management names. BTZ ranks #40 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 214,818 $25,277,634
2 ARCC
Ares Capital Corp
 402,294 $7,454,507
3 BLK
BlackRock, Inc.
 5,461 $5,251,079
4 PHYS
Sprott Physical Gold Trust
 147,094 $4,437,825
5 RMT
Royce Micro-Cap Trust, Inc.
 195,743 $2,865,677
6 STT
State Street Corp
 16,536 $2,804,505
7 CSQ
Calamos Strategic Total Return Fund
 133,571 $2,746,219
8 KKR
KKR & Co. Inc.
 21,923 $2,012,092

All Filings in BTZ

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $144,326 14,122
2026-03-31 $140,581 13,919
2025-12-31 $148,620 13,723
2025-09-30 $149,639 13,542
2025-06-30 $145,956 13,366
2025-03-31 $141,386 13,189
2024-12-31 $156,607 14,972
2024-09-30 $144,925 12,848
2024-06-30 $221,354 20,668