Cambridge Investment Research Advisors’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ECAT Stock Details ECAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	16,097 +4,118	+34%	+$61.7K	﹤0.01%	3593
2025 Q4	$184K	Buy	11,979 +1,439	+14%	+$23.1K	﹤0.01%	3598
2025 Q3	$173K	Sell	10,540 -14,401	-58%	-$237K	﹤0.01%	3519
2025 Q2	$401K	Buy	24,941 +11,175	+81%	+$174K	﹤0.01%	2740
2025 Q1	$217K	Buy	13,766 +2,021	+17%	+$33.4K	﹤0.01%	3135
2024 Q4	$193K	Buy	11,745 +277	+2%	+$4.81K	﹤0.01%	3201
2024 Q3	$203K	Sell	11,468 -2,598	-18%	-$45.2K	﹤0.01%	3140
2024 Q2	$247K	Buy	14,066 +1,804	+15%	+$30.7K	﹤0.01%	2859
2024 Q1	$213K	Buy	12,262 +5	+0%	+$84	﹤0.01%	2976
2023 Q4	$198K	Buy	12,257 +34	+0.3%	+$518	﹤0.01%	2911
2023 Q3	$181K	Buy	+12,223	New	+$188K	﹤0.01%	2846

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

PCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors's ECAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 34% in Q1 2026, buying an estimated $61.7K and bringing the position to 16,097 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #3593.

Cambridge Investment Research Advisors first reported a position in ECAT in Q3 2023 and has held it in 11 quarters since. The position peaked at $401K in Q2 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Cambridge Investment Research Advisors held 16,097 shares of BlackRock ESG Capital Allocation Term Trust worth $219K as of Q1 2026.
Cambridge Investment Research Advisors bought 4,118 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $61.7K.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3593 holding.
Cambridge Investment Research Advisors first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2023 and has held it in 11 quarters since.
Cambridge Investment Research Advisors's BlackRock ESG Capital Allocation Term Trust position peaked at $401K in Q2 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.