Armis Advisers’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Armis Advisers’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	$410K	Sell	29,901 -3,176	-10%	-$49.1K	0.03%	318
2026 Q2	$529K	Buy	33,077 +503	+2%	+$7.72K	0.05%	264
2026 Q1	$512K	Buy	32,574 +536	+2%	+$7.9K	0.05%	243
2025 Q4	$457K	Sell	32,038 -9,494	-23%	-$137K	0.05%	243
2025 Q3	$611K	Sell	41,532 -1,570	-4%	-$23.5K	0.06%	176
2025 Q2	$655K	Buy	43,102 +17,657	+69%	+$258K	0.05%	242
2025 Q1	$366K	Buy	+25,445	New	+$389K	0.03%	285

Other funds holding BCAT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

FWP

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Armis Advisers's BCAT Position: Q3 2026 in Review

Armis Advisers reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 9.6% in Q3 2026, selling an estimated $49.1K and leaving 29,901 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #318.

Armis Advisers first reported a position in BCAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $655K in Q2 2025. 10 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

Armis Advisers held 29,901 shares of BlackRock Capital Allocation Term Trust worth $410K as of Q3 2026.
Armis Advisers sold 3,176 BlackRock Capital Allocation Term Trust shares in Q3 2026, an estimated $49.1K.
BlackRock Capital Allocation Term Trust made up 0.03% of Armis Advisers's portfolio in Q3 2026, its #318 holding.
Armis Advisers first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and has held it in 7 quarters since.
Armis Advisers's BlackRock Capital Allocation Term Trust position peaked at $655K in Q2 2025.
10 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.