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Capital Analysts LLC’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Capital Analysts LLC’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 		– Sell
-641
Closed -$10K – 1551
2025
Q4 		$10K Buy
+641
New +$10.3K ﹤0.01% 1239

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Analysts LLC's ECAT Position: Q1 2026 in Review

Capital Analysts LLC sold out of BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2026, closing a stake of 641 shares — an estimated $10K sold.

Capital Analysts LLC first reported a position in ECAT in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Capital Analysts LLC reported no remaining BlackRock ESG Capital Allocation Term Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 641 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $10K.
  • Capital Analysts LLC first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and held it in 1 quarter.
  • Capital Analysts LLC's BlackRock ESG Capital Allocation Term Trust position peaked at $10K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.