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XP Advisory US, Inc.’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

XP Advisory US, Inc.’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.7K Buy
+1,950
New +$29.4K 0.02% 61

Other funds holding ECAT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

XP Advisory US, Inc.'s ECAT Position: Q2 2026 in Review

XP Advisory US, Inc. opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q2 2026: 1,950 shares worth $30.7K. The stake represents 0.02% of the portfolio and ranks #61 among its holdings.

28 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • XP Advisory US, Inc. held 1,950 shares of BlackRock ESG Capital Allocation Term Trust worth $30.7K as of Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust was a new XP Advisory US, Inc. position in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up 0.02% of XP Advisory US, Inc.'s portfolio in Q2 2026, its #61 holding.
  • 28 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on XP Advisory US, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.