Advisornet Financial’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Advisornet Financial’s Portfolio BCAT Stock Details BCAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.5K	Hold	2,605	–	–	﹤0.01%	1173
2026 Q1	$36.8K	Sell	2,605 -569	-18%	-$8.38K	﹤0.01%	1153
2025 Q4	$44.9K	Buy	3,174 +179	+6%	+$2.59K	﹤0.01%	1087
2025 Q3	$44.3K	Buy	2,995 +1,048	+54%	+$15.7K	﹤0.01%	1068
2025 Q2	$29.5K	Buy	1,947 +885	+83%	+$12.9K	﹤0.01%	1159
2025 Q1	$15.3K	Buy	+1,062	New	+$16.2K	﹤0.01%	1290

Other funds holding BCAT

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Advisornet Financial's BCAT Position: Q2 2026 in Review

Advisornet Financial held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 2,605 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

Advisornet Financial first reported a position in BCAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $44.9K in Q4 2025. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Advisornet Financial held 2,605 shares of BlackRock Capital Allocation Term Trust worth $41.5K as of Q2 2026.
Advisornet Financial left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1173 holding.
Advisornet Financial first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and has held it in 6 quarters since.
Advisornet Financial's BlackRock Capital Allocation Term Trust position peaked at $44.9K in Q4 2025.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.