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

Creative 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	$198K	Buy	14,565 +1,511	+12%	+$22.6K	﹤0.01%	3740
2025 Q4	$201K	Buy	+13,054	New	+$209K	﹤0.01%	3551
2024 Q1	–	Sell	-14,250	Closed	-$230K	–	2951
2023 Q4	$230K	Sell	14,250 -700	-5%	-$10.7K	﹤0.01%	2302
2023 Q3	$221K	Sell	14,950 -1,838	-11%	-$28.3K	﹤0.01%	2170
2023 Q2	$263K	Buy	16,788 +722	+4%	+$11.2K	﹤0.01%	2009
2023 Q1	$251K	Sell	16,066 -250	-2%	-$3.65K	﹤0.01%	1952
2022 Q4	$219K	Buy	16,316 +585	+4%	+$7.99K	﹤0.01%	1965
2022 Q3	$202K	Buy	+15,731	New	+$228K	﹤0.01%	1909

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

Creative Planning's ECAT Position: Q1 2026 in Review

Creative Planning increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 12% in Q1 2026, buying an estimated $22.6K and bringing the position to 14,565 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Creative Planning first reported a position in ECAT in Q3 2022 and has held it in 8 quarters since. The position peaked at $263K in Q2 2023. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Creative Planning held 14,565 shares of BlackRock ESG Capital Allocation Term Trust worth $198K as of Q1 2026.
Creative Planning bought 1,511 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $22.6K.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3740 holding.
Creative Planning first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2022 and has held it in 8 quarters since.
Creative Planning's BlackRock ESG Capital Allocation Term Trust position peaked at $263K in Q2 2023.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

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