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Investors Research Corp’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Investors Research Corp’s Portfolio CII Stock Details CII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-306
Closed -$6.15K – 966
2024
Q4 		$6.15K Sell
306
-71
-19% -$1.41K ﹤0.01% 727
2024
Q3 		$7.42K Hold
377
– – ﹤0.01% 716
2024
Q2 		$7.54K Buy
+377
New +$7.25K ﹤0.01% 750

Other funds holding CII

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Investors Research Corp's CII Position: Q1 2025 in Review

Investors Research Corp sold out of BlackRock Enhanced Captial and Income Fund (CII) in Q1 2025, closing a stake of 306 shares — an estimated $6.15K sold.

Investors Research Corp first reported a position in CII in Q2 2024 and held it in 3 quarters. The position peaked at $7.54K in Q2 2024. 106 funds tracked by Wall St. Rank hold CII as of Q1 2025.

  • Investors Research Corp reported no remaining BlackRock Enhanced Captial and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Investors Research Corp sold 306 BlackRock Enhanced Captial and Income Fund shares in Q1 2025, an estimated $6.15K.
  • Investors Research Corp first reported a position in BlackRock Enhanced Captial and Income Fund in Q2 2024 and held it in 3 quarters.
  • Investors Research Corp's BlackRock Enhanced Captial and Income Fund position peaked at $7.54K in Q2 2024.
  • 106 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q1 2025.

Based on Investors Research Corp's 13F filing for Q1 2025, filed 8 Apr 2025.