Amplius Wealth Advisors
BCAT icon

Amplius Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Amplius Wealth Advisors’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
Q3 		$509K Buy
37,124
+1,834
+5% +$28.3K 0.03% 138
2026
Q2 		$562K Sell
35,290
-331
-0.9% -$5.08K 0.04% 114
2026
Q1 		$503K Buy
35,621
+1,744
+5% +$25.7K 0.04% 104
2025
Q4 		$480K Buy
33,877
+1,700
+5% +$24.6K 0.04% 108
2025
Q3 		$476K Buy
32,177
+1,601
+5% +$24K 0.04% 108
2025
Q2 		$463K Buy
30,576
+1,571
+5% +$22.9K 0.04% 126
2025
Q1 		$418K Buy
29,005
+1,492
+5% +$22.8K 0.04% 121
2024
Q4 		$417K Sell
27,513
-1,152
-4% -$18.5K 0.04% 119
2024
Q3 		$472K Sell
28,665
-8,133
-22% -$133K 0.05% 101
2024
Q2 		$604K Buy
36,798
+446
+1% +$7.17K 0.07% 88
2024
Q1 		$606K Buy
36,352
+528
+1% +$8.18K 0.07% 91
2023
Q4 		$536K Sell
35,824
-997
-3% -$14.5K 0.06% 92
2023
Q3 		$534K Sell
36,821
-4,916
-12% -$73.5K 0.07% 91
2023
Q2 		$636K Sell
41,737
-118,873
-74% -$1.79M 0.09% 84
2023
Q1 		$2.43M Sell
160,610
-78,439
-33% -$1.16M 0.35% 44
2022
Q4 		$3.32M Sell
239,049
-1,285,266
-84% -$18.1M 0.53% 35
2022
Q3 		$20.7M Sell
1,524,315
-1,066,198
-41% -$15.8M 3.71% 7
2022
Q2 		$38M Buy
2,590,513
+112,421
+5% +$1.74M 6.14% 2
2022
Q1 		$41M Buy
2,478,092
+680,661
+38% +$12M 6.31% 2
2021
Q4 		$35M Buy
+1,797,431
New +$34.9M 4.82% 3

Other funds holding BCAT

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Eagle Rock Investment Company
Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Firethorn Wealth Partners
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Amplius Wealth Advisors's BCAT Position: Q3 2026 in Review

Amplius Wealth Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 5.2% in Q3 2026, buying an estimated $28.3K and bringing the position to 37,124 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #138.

Amplius Wealth Advisors first reported a position in BCAT in Q4 2021 and has held it in 20 quarters since. The position peaked at $41M in Q1 2022. 14 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

  • Amplius Wealth Advisors held 37,124 shares of BlackRock Capital Allocation Term Trust worth $509K as of Q3 2026.
  • Amplius Wealth Advisors bought 1,834 BlackRock Capital Allocation Term Trust shares in Q3 2026, an estimated $28.3K.
  • BlackRock Capital Allocation Term Trust made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #138 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $41M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.