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

IFP 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	$20.7K	Buy	+1,300	New	+$20K	﹤0.01%	2958
2023 Q1	–	Sell	-360	Closed	-$7K	–	3445
2022 Q4	$7K	Buy	360 +97	+37%	+$1.37K	﹤0.01%	3580
2022 Q3	$5K	Buy	263 +133	+102%	+$1.98K	﹤0.01%	4000
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	3952
2022 Q1	$3K	Buy	+130	New	+$2.28K	﹤0.01%	3952

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

IFP Advisors's BCAT Position: Q2 2026 in Review

IFP Advisors opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 1,300 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #2958 among its holdings. This is a return to the name: IFP Advisors previously reported a position in BCAT as recently as Q4 2022.

IFP Advisors first reported a position in BCAT in Q1 2022 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

IFP Advisors held 1,300 shares of BlackRock Capital Allocation Term Trust worth $20.7K as of Q2 2026.
BlackRock Capital Allocation Term Trust was a new IFP Advisors position in Q2 2026.
BlackRock Capital Allocation Term Trust made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2958 holding.
IFP Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2022 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.