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

Kovack 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
2024
Q4 		– Sell
-25,605
Closed -$421K – 616
2024
Q3 		$421K Buy
+25,605
New +$419K 0.04% 346

Other funds holding BCAT

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kovack Advisors's BCAT Position: Q4 2024 in Review

Kovack Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q4 2024, closing a stake of 25,605 shares — an estimated $421K sold.

Kovack Advisors first reported a position in BCAT in Q3 2024 and held it in 1 quarter. The position peaked at $421K in Q3 2024. 90 funds tracked by Wall St. Rank hold BCAT as of Q4 2024.

  • Kovack Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q4 2024 after selling out during the quarter.
  • Kovack Advisors sold 25,605 BlackRock Capital Allocation Term Trust shares in Q4 2024, an estimated $421K.
  • Kovack Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2024 and held it in 1 quarter.
  • Kovack Advisors's BlackRock Capital Allocation Term Trust position peaked at $421K in Q3 2024.
  • 90 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q4 2024.

Based on Kovack Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.