HWP
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Highline Wealth Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Highline Wealth Partners’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
Q2 		$3.14K Hold
200
– – ﹤0.01% 1004
2026
Q1 		$2.72K Hold
200
– – ﹤0.01% 971
2025
Q4 		$3.08K Sell
200
-200
-50% -$3.21K ﹤0.01% 724
2025
Q3 		$6.56K Buy
+400
New +$6.57K ﹤0.01% 508

Other funds holding ECAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Highline Wealth Partners held its BlackRock ESG Capital Allocation Term Trust (ECAT) position steady in Q2 2026 at 200 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Highline Wealth Partners first reported a position in ECAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.56K in Q3 2025. 8 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Highline Wealth Partners held 200 shares of BlackRock ESG Capital Allocation Term Trust worth $3.14K as of Q2 2026.
  • Highline Wealth Partners left its BlackRock ESG Capital Allocation Term Trust share count unchanged in Q2 2026.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1004 holding.
  • Highline Wealth Partners first reported a position in BlackRock ESG Capital Allocation Term Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's BlackRock ESG Capital Allocation Term Trust position peaked at $6.56K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

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