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CoreCap Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

CoreCap Advisors’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 		$767K Buy
48,146
+21,482
+81% +$330K 0.02% 444
2026
Q1 		$377K Buy
26,664
+8,561
+47% +$126K 0.01% 585
2025
Q4 		$256K Sell
18,103
-8,543
-32% -$124K 0.01% 708
2025
Q3 		$394K Buy
26,646
+3,646
+16% +$54.5K 0.01% 582
2025
Q2 		$348K Buy
23,000
+8,000
+53% +$117K 0.01% 583
2025
Q1 		$216K Buy
15,000
+6,000
+67% +$91.7K 0.01% 658
2024
Q4 		$136K Sell
9,000
-3,600
-29% -$57.9K 0.01% 822
2024
Q3 		$207K Buy
12,600
+10,600
+530% +$174K 0.01% 679
2024
Q2 		$32.8K Hold
2,000
– – ﹤0.01% 765
2024
Q1 		$33.3K Buy
+2,000
New +$31K ﹤0.01% 1274
2022
Q4 		$9.71K Buy
+700
New +$9.88K ﹤0.01% 1550

Other funds holding BCAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

CoreCap Advisors's BCAT Position: Q2 2026 in Review

CoreCap Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 81% in Q2 2026, buying an estimated $330K and bringing the position to 48,146 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #444.

CoreCap Advisors first reported a position in BCAT in Q4 2022 and has held it in 11 quarters since. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • CoreCap Advisors held 48,146 shares of BlackRock Capital Allocation Term Trust worth $767K as of Q2 2026.
  • CoreCap Advisors bought 21,482 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $330K.
  • BlackRock Capital Allocation Term Trust made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #444 holding.
  • CoreCap Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and has held it in 11 quarters since.
  • 12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.