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Ellis Investment Partners, LLC → BTZ
Ellis Investment Partners, LLC BTZ Position History
BlackRock Credit Allocation Income Trust • Financial Services
Quarters held
5
Latest value
$266K
Q3 2026
Peak value
$384K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $384K |
| Q4 2025 | $375K |
| Q1 2026 | $313K |
| Q2 2026 | $306K |
| Q3 2026 | $266K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $266K | 28.5K | — | — |
| Q2 2026 | $306K | 29.9K | — | — |
| Q1 2026 | $313K | 30.9K | — | — |
| Q4 2025 | $375K | 34.6K | — | — |
| Q3 2025 | $384K | 34.7K | — | — |