Kingswood Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Kingswood Wealth 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 Q1	$353K	Buy	24,999 +7,089	+40%	+$104K	0.02%	661
2025 Q4	$254K	Sell	17,910 -5,174	-22%	-$74.9K	0.01%	737
2025 Q3	$341K	Sell	23,084 -3,317	-13%	-$49.6K	0.02%	583
2025 Q2	$400K	Sell	26,401 -3,345	-11%	-$48.9K	0.03%	482
2025 Q1	$428K	Sell	29,746 -9,472	-24%	-$145K	0.04%	436
2024 Q4	$594K	Buy	+39,218	New	+$631K	0.04%	394

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

Kingswood Wealth Advisors's BCAT Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 40% in Q1 2026, buying an estimated $104K and bringing the position to 24,999 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #661.

Kingswood Wealth Advisors first reported a position in BCAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q4 2024. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Kingswood Wealth Advisors held 24,999 shares of BlackRock Capital Allocation Term Trust worth $353K as of Q1 2026.
Kingswood Wealth Advisors bought 7,089 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $104K.
BlackRock Capital Allocation Term Trust made up 0.02% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #661 holding.
Kingswood Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q4 2024 and has held it in 6 quarters since.
Kingswood Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $594K in Q4 2024.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.