Firethorn Wealth Partners’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Firethorn Wealth Partners’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 Q3	$181K	Buy	13,203 +645	+5%	+$10K	0.06%	191
2026 Q2	$200K	Buy	+12,558	New	+$193K	0.06%	195

Other funds holding BCAT

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $799M AUM 33.32% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Firethorn Wealth Partners's BCAT Position: Q3 2026 in Review

Firethorn Wealth Partners increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 5.1% in Q3 2026, buying an estimated $10K and bringing the position to 13,203 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #191.

Firethorn Wealth Partners first reported a position in BCAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $200K in Q2 2026. 16 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

Firethorn Wealth Partners held 13,203 shares of BlackRock Capital Allocation Term Trust worth $181K as of Q3 2026.
Firethorn Wealth Partners bought 645 BlackRock Capital Allocation Term Trust shares in Q3 2026, an estimated $10K.
BlackRock Capital Allocation Term Trust made up 0.06% of Firethorn Wealth Partners's portfolio in Q3 2026, its #191 holding.
Firethorn Wealth Partners first reported a position in BlackRock Capital Allocation Term Trust in Q2 2026 and has held it in 2 quarters since.
Firethorn Wealth Partners's BlackRock Capital Allocation Term Trust position peaked at $200K in Q2 2026.
16 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.