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

Highline 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	$3.42K	Hold	250	–	–	﹤0.01%	1023
2026 Q2	$3.98K	Hold	250	–	–	﹤0.01%	916
2026 Q1	$3.53K	Sell	250 -250	-50%	-$3.68K	﹤0.01%	839
2025 Q4	$7.08K	Hold	500	–	–	﹤0.01%	472
2025 Q3	$7.4K	Buy	+500	New	+$7.48K	﹤0.01%	475

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

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 Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

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

Highline Wealth Partners held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q3 2026 at 250 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Highline Wealth Partners first reported a position in BCAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $7.4K in Q3 2025. 14 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

Highline Wealth Partners held 250 shares of BlackRock Capital Allocation Term Trust worth $3.42K as of Q3 2026.
Highline Wealth Partners left its BlackRock Capital Allocation Term Trust share count unchanged in Q3 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1023 holding.
Highline Wealth Partners first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's BlackRock Capital Allocation Term Trust position peaked at $7.4K in Q3 2025.
14 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.