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 Q3	–	Sell	-1,300	Closed	-$20.7K	–	5239
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

FWP

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors's BCAT Position: Q3 2026 in Review

IFP Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q3 2026, closing a stake of 1,300 shares — an estimated $20.7K sold.

IFP Advisors first reported a position in BCAT in Q1 2022 and held it in 5 quarters. The position peaked at $20.7K in Q2 2026. 9 funds tracked by Wall St. Rank hold BCAT as of Q3 2026.

IFP Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q3 2026 after selling out during the quarter.
IFP Advisors sold 1,300 BlackRock Capital Allocation Term Trust shares in Q3 2026, an estimated $20.7K.
IFP Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2022 and held it in 5 quarters.
IFP Advisors's BlackRock Capital Allocation Term Trust position peaked at $20.7K in Q2 2026.
9 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.