HighTower Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

HighTower Advisors’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	$465K	Buy	29,218 +12,299	+73%	+$189K	﹤0.01%	2804
2026 Q1	$239K	Buy	16,919 +619	+4%	+$9.12K	﹤0.01%	3354
2025 Q4	$231K	Buy	16,300 +602	+4%	+$8.71K	﹤0.01%	3250
2025 Q3	$232K	Buy	15,698 +2,868	+22%	+$42.9K	﹤0.01%	3242
2025 Q2	$194K	Buy	12,830 +431	+3%	+$6.29K	﹤0.01%	3302
2025 Q1	$179K	Buy	+12,399	New	+$189K	﹤0.01%	3227
2023 Q1	–	Sell	-73,594	Closed	-$1.02M	–	3416
2022 Q4	$1.02M	Buy	+73,594	New	+$1.04M	﹤0.01%	1660
2022 Q2	–	Sell	-10,248	Closed	-$170K	–	3251
2022 Q1	$170K	Hold	10,248	–	–	﹤0.01%	2881
2021 Q4	$199K	Hold	10,248	–	–	﹤0.01%	2779
2021 Q3	$207K	Sell	10,248 -12,500	-55%	-$270K	﹤0.01%	2683
2021 Q2	$498K	Buy	+22,748	New	+$483K	﹤0.01%	2050

Other funds holding BCAT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors's BCAT Position: Q2 2026 in Review

HighTower Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 73% in Q2 2026, buying an estimated $189K and bringing the position to 29,218 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

HighTower Advisors first reported a position in BCAT in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2022. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

HighTower Advisors held 29,218 shares of BlackRock Capital Allocation Term Trust worth $465K as of Q2 2026.
HighTower Advisors bought 12,299 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $189K.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2804 holding.
HighTower Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q2 2021 and has held it in 11 quarters since.
HighTower Advisors's BlackRock Capital Allocation Term Trust position peaked at $1.02M in Q4 2022.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.