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Ameritas Advisory Services’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-5,250
Closed -$86.1K – 1244
2025
Q3 		$86.1K Hold
5,250
– – 0.01% 885
2025
Q2 		$84.3K Buy
+5,250
New +$81.5K ﹤0.01% 1057

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Royal Bank of Canada
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Invesco
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Cohen & Steers
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's ECAT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q4 2025, closing a stake of 5,250 shares — an estimated $86.1K sold.

Ameritas Advisory Services first reported a position in ECAT in Q2 2025 and held it in 2 quarters. The position peaked at $86.1K in Q3 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,250 BlackRock ESG Capital Allocation Term Trust shares in Q4 2025, an estimated $86.1K.
  • Ameritas Advisory Services first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's BlackRock ESG Capital Allocation Term Trust position peaked at $86.1K in Q3 2025.
  • 79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.