Allworth Financial
ECAT icon

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
Q3 		$7.86K Hold
500
– – ﹤0.01% 3998
2026
Q2 		$7.86K Hold
500
– – ﹤0.01% 3874
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

Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Allworth Financial's ECAT Position: Q3 2026 in Review

Allworth Financial held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q3 2026 at 500 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3998.

Allworth Financial first reported a position in ECAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.2K in Q3 2025. 46 funds tracked by Wall St. Rank hold ECAT as of Q3 2026.

  • Allworth Financial held 500 shares of BlackRock ESG Capital Allocation Term Trust worth $7.86K as of Q3 2026.
  • Allworth Financial left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q3 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #3998 holding.
  • Allworth Financial first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 6 quarters since.
  • Allworth Financial's BlackRock ESG Capital Allocation Term Trust position peaked at $8.2K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.