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
Q2 		$1.29M Buy
81,181
+8,641
+12% +$133K ﹤0.01% 2787
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers's BCAT Position: Q2 2026 in Review

Cetera Investment Advisers increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 12% in Q2 2026, buying an estimated $133K and bringing the position to 81,181 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #2787.

Cetera Investment Advisers first reported a position in BCAT in Q1 2024 and has held it in 10 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Cetera Investment Advisers held 81,181 shares of BlackRock Capital Allocation Term Trust worth $1.29M as of Q2 2026.
  • Cetera Investment Advisers bought 8,641 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $133K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2787 holding.
  • Cetera Investment Advisers first reported a position in BlackRock Capital Allocation Term Trust in Q1 2024 and has held it in 10 quarters since.
  • 110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.