Insigneo Advisory Services’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Insigneo Advisory Services’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 Q1	$204K	Buy	14,415 +690	+5%	+$10.2K	0.01%	646
2025 Q4	$194K	Sell	13,725 -3,644	-21%	-$52.7K	0.01%	662
2025 Q3	$257K	Buy	17,369 +2,000	+13%	+$29.9K	0.02%	553
2025 Q2	$233K	Sell	15,369 -250	-2%	-$3.65K	0.02%	525
2025 Q1	$225K	Buy	+15,619	New	+$239K	0.02%	488
2024 Q2	–	Sell	-16,804	Closed	-$297K	–	592
2024 Q1	$297K	Hold	16,804	–	–	0.04%	386
2023 Q4	$283K	Hold	16,804	–	–	0.04%	341
2023 Q3	$272K	Hold	16,804	–	–	0.06%	305
2023 Q2	$284K	Buy	16,804 +500	+3%	+$7.51K	0.05%	293
2023 Q1	$271K	Buy	16,304 +1,419	+10%	+$21K	0.09%	216
2022 Q4	$247K	Buy	+14,885	New	+$210K	0.09%	219

Other funds holding BCAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insigneo Advisory Services's BCAT Position: Q1 2026 in Review

Insigneo Advisory Services increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 5% in Q1 2026, buying an estimated $10.2K and bringing the position to 14,415 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #646.

Insigneo Advisory Services first reported a position in BCAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $297K in Q1 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Insigneo Advisory Services held 14,415 shares of BlackRock Capital Allocation Term Trust worth $204K as of Q1 2026.
Insigneo Advisory Services bought 690 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $10.2K.
BlackRock Capital Allocation Term Trust made up 0.01% of Insigneo Advisory Services's portfolio in Q1 2026, its #646 holding.
Insigneo Advisory Services first reported a position in BlackRock Capital Allocation Term Trust in Q4 2022 and has held it in 11 quarters since.
Insigneo Advisory Services's BlackRock Capital Allocation Term Trust position peaked at $297K in Q1 2024.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.