Mount Yale Investment Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Mount Yale Investment 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	$539K	Sell	38,150 -200	-0.5%	-$2.95K	0.01%	695
2025 Q4	$543K	Sell	38,350 -2,650	-6%	-$38.3K	0.03%	443
2025 Q3	$606K	Buy	+41,000	New	+$613K	0.04%	379

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

Mount Yale Investment Advisors's BCAT Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its BlackRock Capital Allocation Term Trust (BCAT) stake by 0.52% in Q1 2026, selling an estimated $2.95K and leaving 38,150 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #695.

Mount Yale Investment Advisors first reported a position in BCAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $606K in Q3 2025. 100 funds tracked by Wall St. Rank hold BCAT as of Q1 2026.

Mount Yale Investment Advisors held 38,150 shares of BlackRock Capital Allocation Term Trust worth $539K as of Q1 2026.
Mount Yale Investment Advisors sold 200 BlackRock Capital Allocation Term Trust shares in Q1 2026, an estimated $2.95K.
BlackRock Capital Allocation Term Trust made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #695 holding.
Mount Yale Investment Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q3 2025 and has held it in 3 quarters since.
Mount Yale Investment Advisors's BlackRock Capital Allocation Term Trust position peaked at $606K in Q3 2025.
100 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.