Janney Montgomery Scott
ECAT icon

Janney Montgomery Scott’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Janney Montgomery Scott’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$355K Sell
26,172
-1,578
-6% -$23.6K ﹤0.01% 2274
2025
Q4 		$427K Buy
27,750
+2,227
+9% +$35.7K ﹤0.01% 2314
2025
Q3 		$419K Buy
25,523
+793
+3% +$13K ﹤0.01% 2262
2025
Q2 		$397K Sell
24,730
-1,289
-5% -$20K ﹤0.01% 2172
2025
Q1 		$410K Sell
26,019
-1,522
-6% -$25.2K ﹤0.01% 2118
2024
Q4 		$452K Buy
27,541
+2,632
+11% +$45.7K ﹤0.01% 2056
2024
Q3 		$442K Sell
24,909
-1,275
-5% -$22.2K ﹤0.01% 2055
2024
Q2 		$459K Sell
26,184
-751
-3% -$12.8K ﹤0.01% 1953
2024
Q1 		$468K Sell
26,935
-4,240
-14% -$70.9K ﹤0.01% 2051
2023
Q4 		$503K Sell
31,175
-2,766
-8% -$42.1K ﹤0.01% 1890
2023
Q3 		$502K Buy
33,941
+3,778
+13% +$58.2K ﹤0.01% 1765
2023
Q2 		$472K Sell
30,163
-9,502
-24% -$147K ﹤0.01% 1901
2023
Q1 		$619K Buy
39,665
+1,835
+5% +$26.8K ﹤0.01% 1590
2022
Q4 		$508K Buy
37,830
+10,615
+39% +$145K ﹤0.01% 1770
2022
Q3 		$349K Buy
27,215
+9,750
+56% +$141K ﹤0.01% 1904
2022
Q2 		$246K Buy
+17,465
New +$258K ﹤0.01% 2030

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott's ECAT Position: Q1 2026 in Review

Janney Montgomery Scott reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 5.7% in Q1 2026, selling an estimated $23.6K and leaving 26,172 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Janney Montgomery Scott first reported a position in ECAT in Q2 2022 and has held it in 16 quarters since. The position peaked at $619K in Q1 2023. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Janney Montgomery Scott held 26,172 shares of BlackRock ESG Capital Allocation Term Trust worth $355K as of Q1 2026.
  • Janney Montgomery Scott sold 1,578 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $23.6K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2274 holding.
  • Janney Montgomery Scott first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2022 and has held it in 16 quarters since.
  • Janney Montgomery Scott's BlackRock ESG Capital Allocation Term Trust position peaked at $619K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.