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Institute for Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Institute for Wealth Management’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 		$7.17K Buy
+450
New +$6.91K ﹤0.01% 1397

Other funds holding BCAT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Institute for Wealth Management's BCAT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 450 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings.

56 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Institute for Wealth Management held 450 shares of BlackRock Capital Allocation Term Trust worth $7.17K as of Q2 2026.
  • BlackRock Capital Allocation Term Trust was a new Institute for Wealth Management position in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1397 holding.
  • 56 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.