Comprehensive Financial Planning’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Comprehensive Financial Planning’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	$6.79K	Hold	500	–	–	﹤0.01%	288
2025 Q4	$7.69K	Buy	+500	New	+$8.01K	0.01%	275

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

Comprehensive Financial Planning's ECAT Position: Q1 2026 in Review

Comprehensive Financial Planning held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q1 2026 at 500 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Comprehensive Financial Planning first reported a position in ECAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.69K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Comprehensive Financial Planning held 500 shares of BlackRock ESG Capital Allocation Term Trust worth $6.79K as of Q1 2026.
Comprehensive Financial Planning left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q1 2026.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #288 holding.
Comprehensive Financial Planning first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
Comprehensive Financial Planning's BlackRock ESG Capital Allocation Term Trust position peaked at $7.69K in Q4 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.