Miller Financial Services LLC BTZ — BLACKROCK CR ALLOCATION INCO

Ownership history in Miller Financial Services LLC  ·  7 quarters on record

AI Ownership Summary

Miller Financial Services LLC reported BLACKROCK CR ALLOCATION INCO (BTZ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows BTZ at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Miller Financial Services LLC's position in BLACKROCK CR ALLOCATION INCO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BTZ was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTZ stock page Miller Financial Services LLC fund profile Miller Financial Services LLC full holdings
How Miller Financial Services LLC held BTZ — position size vs. price
% of Fund (quarterly)    BTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 13,000 — 0% 0.11% $133K 2026-07-29 $9.93
2026 Q1 UNCHANGED — — — 13,000 — 0% 0.14% $131K 2026-05-04 $10.01
2025 Q4 UNCHANGED — — — 13,000 — 0% 0.17% $141K 2026-02-12 $10.24
2025 Q3 UNCHANGED — — — 13,000 — 0% 0.17% $144K 2025-11-13 $10.23
2025 Q2 UNCHANGED — — — 13,000 — 0% 0.18% $142K 2025-08-12 $10.07
2025 Q1 UNCHANGED — — — 13,000 — 0% 0.20% $139K 2025-05-05 $9.37
2024 Q4 INITIATED — — — 13,000 — — 0.11% $136K 2025-02-07 $9.45

🏢 Other funds also holding BTZ

As of 2026 Q2 — sorted by position size

Rareview Capital LLC 2.57% Smith Asset Management Co., LLC 2.2% Emissary Wealth LLC 1.04% FELL CAPITAL MANAGEMENT /ADV 0.69% Closed-End Fund Advisors, Inc. 0.32% Broyhill Asset Management, LLC 0.3% Sowell Financial Services LLC 3Y 7Y 0.25% Noble Wealth Management PBC 0.24% Stolper Co 3Y 0.23% Alteri Wealth LLC 0.15%

FAQ About Miller Financial Services LLC and BTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Miller Financial Services LLC reported owning BTZ?

Miller Financial Services LLC reported BTZ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BTZ position in Miller Financial Services LLC's portfolio?

The largest reported portfolio weight for BTZ was 0.20% in 2025 Q1.

What is the latest reported BTZ position on this page?

The most recent filing on this page is 2026 Q2, when Miller Financial Services LLC reported 13,000 shares, equal to 0.11% of portfolio, with an estimated market value of $133K.

What does the chart on this BTZ ownership page compare?

The chart compares Miller Financial Services LLC's quarterly BTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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