Creative Planning
BCAT icon

Creative Planning’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Creative Planning’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 		$209K Buy
14,801
+218
+1% +$3.21K ﹤0.01% 3697
2025
Q4 		$206K Buy
14,583
+3,400
+30% +$49.2K ﹤0.01% 3522
2025
Q3 		$165K Buy
+11,183
New +$167K ﹤0.01% 3550

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

Creative Planning's BCAT Position: Q1 2026 in Review

Creative Planning increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 1.5% in Q1 2026, buying an estimated $3.21K and bringing the position to 14,801 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Creative Planning first reported a position in BCAT in Q3 2025 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

  • Creative Planning held 14,801 shares of BlackRock Capital Allocation Term Trust worth $209K as of Q1 2026.
  • Creative Planning bought 218 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $3.21K.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3697 holding.
  • Creative Planning first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.