Pinnacle Wealth Planning Services’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ECAT Stock Details ECAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.7K	Sell	1,451 -659	-31%	-$9.88K	﹤0.01%	1702
2025 Q4	$32.5K	Buy	+2,110	New	+$33.8K	﹤0.01%	1467

Other funds holding ECAT

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECAT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 31% in Q1 2026, selling an estimated $9.88K and leaving 1,451 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Pinnacle Wealth Planning Services first reported a position in ECAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $32.5K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

Pinnacle Wealth Planning Services held 1,451 shares of BlackRock ESG Capital Allocation Term Trust worth $19.7K as of Q1 2026.
Pinnacle Wealth Planning Services sold 659 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $9.88K.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1702 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's BlackRock ESG Capital Allocation Term Trust position peaked at $32.5K in Q4 2025.
84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.