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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
Q2 		$79K Hold
3,022
– – 0.02% 265
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 $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Measured Wealth Private Client Group's CII Position: Q2 2026 in Review

Measured Wealth Private Client Group held its BlackRock Enhanced Captial and Income Fund (CII) position steady in Q2 2026 at 3,022 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #265.

Measured Wealth Private Client Group first reported a position in CII in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold CII as of Q2 2026.

  • Measured Wealth Private Client Group held 3,022 shares of BlackRock Enhanced Captial and Income Fund worth $79K as of Q2 2026.
  • Measured Wealth Private Client Group left its BlackRock Enhanced Captial and Income Fund share count unchanged in Q2 2026.
  • BlackRock Enhanced Captial and Income Fund made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #265 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 4 quarters since.
  • 123 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.