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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
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% +$8.19K 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

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Amplius Wealth Advisors's BCAT Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 0.93% in Q2 2026, selling an estimated $5.08K and leaving 35,290 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #114.

Amplius Wealth Advisors first reported a position in BCAT in Q4 2021 and has held it in 19 quarters since. The position peaked at $41M in Q1 2022. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Amplius Wealth Advisors held 35,290 shares of BlackRock Capital Allocation Term Trust worth $562K as of Q2 2026.
  • Amplius Wealth Advisors sold 331 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $5.08K.
  • BlackRock Capital Allocation Term Trust made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Amplius Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $41M in Q1 2022.
  • 12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.