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

Cetera Investment 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
Q1 		$1.02M Buy
72,540
+5,726
+9% +$84.3K ﹤0.01% 2878
2025
Q4 		$946K Sell
66,814
-799
-1% -$11.6K ﹤0.01% 2871
2025
Q3 		$1M Buy
67,613
+9,025
+15% +$135K ﹤0.01% 2764
2025
Q2 		$887K Buy
58,588
+11,948
+26% +$175K ﹤0.01% 2485
2025
Q1 		$672K Buy
46,640
+7,338
+19% +$112K ﹤0.01% 2602
2024
Q4 		$595K Buy
39,302
+4,163
+12% +$66.9K ﹤0.01% 2549
2024
Q3 		$578K Sell
35,139
-24,398
-41% -$400K ﹤0.01% 2532
2024
Q2 		$977K Sell
59,537
-3,009
-5% -$48.4K ﹤0.01% 2092
2024
Q1 		$1.04M Buy
+62,546
New +$970K ﹤0.01% 2034

Other funds holding BCAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers's BCAT Position: Q1 2026 in Review

Cetera Investment Advisers increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 8.6% in Q1 2026, buying an estimated $84.3K and bringing the position to 72,540 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Cetera Investment Advisers first reported a position in BCAT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q1 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Cetera Investment Advisers held 72,540 shares of BlackRock Capital Allocation Term Trust worth $1.02M as of Q1 2026.
  • Cetera Investment Advisers bought 5,726 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $84.3K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2878 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Capital Allocation Term Trust in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's BlackRock Capital Allocation Term Trust position peaked at $1.04M in Q1 2024.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.