Action Point Financial Planning’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Action Point Financial Planning’s Portfolio CII Stock Details CII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84K	Buy	+3,213	New	+$77.9K	0.01%	657

Other funds holding CII

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's CII Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in BlackRock Enhanced Captial and Income Fund (CII) in Q2 2026: 3,213 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #657 among its holdings.

123 funds tracked by Wall St. Rank hold CII as of Q2 2026.

Action Point Financial Planning held 3,213 shares of BlackRock Enhanced Captial and Income Fund worth $84K as of Q2 2026.
BlackRock Enhanced Captial and Income Fund was a new Action Point Financial Planning position in Q2 2026.
BlackRock Enhanced Captial and Income Fund made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #657 holding.
123 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.