B. Riley Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

B. Riley 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 Q1	–	Sell	-12,122	Closed	-$172K	–	914
2025 Q4	$172K	Buy	12,122 +1,923	+19%	+$27.8K	0.01%	888
2025 Q3	$151K	Buy	+10,199	New	+$153K	0.01%	928
2024 Q4	–	Sell	-14,485	Closed	-$238K	–	1148
2024 Q3	$238K	Buy	+14,485	New	+$237K	0.01%	1068

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's BCAT Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q1 2026, closing a stake of 12,122 shares — an estimated $172K sold.

B. Riley Wealth Advisors first reported a position in BCAT in Q3 2024 and held it in 3 quarters. The position peaked at $238K in Q3 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

B. Riley Wealth Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,122 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $172K.
B. Riley Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2024 and held it in 3 quarters.
B. Riley Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $238K in Q3 2024.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.