HWP
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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
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 		$7.39K Buy
+500
New +$7.48K ﹤0.01% 475

Other funds holding BCAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
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

Highline Wealth Partners's BCAT Position: Q2 2026 in Review

Highline Wealth Partners held its BlackRock Capital Allocation Term Trust (BCAT) position steady in Q2 2026 at 250 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Highline Wealth Partners first reported a position in BCAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.39K in Q3 2025. 12 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Highline Wealth Partners held 250 shares of BlackRock Capital Allocation Term Trust worth $3.98K as of Q2 2026.
  • Highline Wealth Partners left its BlackRock Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #916 holding.
  • Highline Wealth Partners first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's BlackRock Capital Allocation Term Trust position peaked at $7.39K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.