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Formidable Asset Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Formidable Asset Management’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 		$1.13M Buy
80,117
+14,196
+22% +$218K 0.18% 125
2026
Q1 		$933K Buy
+65,921
New +$971K 0.14% 139

Other funds holding BCAT

WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

Formidable Asset Management's BCAT Position: Q2 2026 in Review

Formidable Asset Management increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 22% in Q2 2026, buying an estimated $218K and bringing the position to 80,117 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #125.

Formidable Asset Management first reported a position in BCAT in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Formidable Asset Management held 80,117 shares of BlackRock Capital Allocation Term Trust worth $1.13M as of Q2 2026.
  • Formidable Asset Management bought 14,196 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $218K.
  • BlackRock Capital Allocation Term Trust made up 0.18% of Formidable Asset Management's portfolio in Q2 2026, its #125 holding.
  • Formidable Asset Management first reported a position in BlackRock Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.