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Allworth Financial’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Allworth Financial’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
Q1 		$6.79K Hold
500
– – ﹤0.01% 3766
2025
Q4 		$7.69K Hold
500
– – ﹤0.01% 3436
2025
Q3 		$8.2K Hold
500
– – ﹤0.01% 3262
2025
Q2 		$8.03K Buy
+500
New +$7.77K ﹤0.01% 2998

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allworth Financial's ECAT Position: Q1 2026 in Review

Allworth Financial held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q1 2026 at 500 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3766.

Allworth Financial first reported a position in ECAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.2K in Q3 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Allworth Financial held 500 shares of BlackRock ESG Capital Allocation Term Trust worth $6.79K as of Q1 2026.
  • Allworth Financial left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q1 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3766 holding.
  • Allworth Financial first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 4 quarters since.
  • Allworth Financial's BlackRock ESG Capital Allocation Term Trust position peaked at $8.2K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.