MWPCG
CII icon

Measured Wealth Private Client Group’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Measured Wealth Private Client Group’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
2026
Q1 		$63.5K Buy
3,022
+143
+5% +$3.22K 0.02% 269
2025
Q4 		$67.3K Hold
2,879
– – 0.02% 283
2025
Q3 		$66.2K Buy
+2,879
New +$63.3K 0.02% 273

Other funds holding CII

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Measured Wealth Private Client Group's CII Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its BlackRock Enhanced Captial and Income Fund (CII) stake by 5% in Q1 2026, buying an estimated $3.22K and bringing the position to 3,022 shares worth $63.5K. The position accounts for 0.02% of the portfolio, ranked #269.

Measured Wealth Private Client Group first reported a position in CII in Q3 2025 and has held it in 3 quarters since. The position peaked at $67.3K in Q4 2025. 106 funds tracked by Wall St. Rank hold CII as of Q1 2026.

  • Measured Wealth Private Client Group held 3,022 shares of BlackRock Enhanced Captial and Income Fund worth $63.5K as of Q1 2026.
  • Measured Wealth Private Client Group bought 143 BlackRock Enhanced Captial and Income Fund shares in Q1 2026, an estimated $3.22K.
  • BlackRock Enhanced Captial and Income Fund made up 0.02% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #269 holding.
  • Measured Wealth Private Client Group first reported a position in BlackRock Enhanced Captial and Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Measured Wealth Private Client Group's BlackRock Enhanced Captial and Income Fund position peaked at $67.3K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.