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 Q2	$529K	Buy	33,077 +503	+2%	+$7.72K	0.05%	264
2026 Q1	$512K	Buy	32,574 +536	+2%	+$7.89K	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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

Armis Advisers's BCAT Position: Q2 2026 in Review

Armis Advisers increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 1.5% in Q2 2026, buying an estimated $7.72K and bringing the position to 33,077 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #264.

Armis Advisers first reported a position in BCAT in Q1 2025 and has held it in 6 quarters since. The position peaked at $655K in Q2 2025. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

Armis Advisers held 33,077 shares of BlackRock Capital Allocation Term Trust worth $529K as of Q2 2026.
Armis Advisers bought 503 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $7.72K.
BlackRock Capital Allocation Term Trust made up 0.05% of Armis Advisers's portfolio in Q2 2026, its #264 holding.
Armis Advisers first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and has held it in 6 quarters since.
Armis Advisers's BlackRock Capital Allocation Term Trust position peaked at $655K in Q2 2025.
12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.