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 Q2	$22.8K	Sell	1,449 -2	-0.1%	-$30	﹤0.01%	1718
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 $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's ECAT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 0.14% in Q2 2026, selling an estimated $30 and leaving 1,449 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Pinnacle Wealth Planning Services first reported a position in ECAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.5K in Q4 2025. 79 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

Pinnacle Wealth Planning Services held 1,449 shares of BlackRock ESG Capital Allocation Term Trust worth $22.8K as of Q2 2026.
Pinnacle Wealth Planning Services sold 2 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $30.
BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1718 holding.
Pinnacle Wealth Planning Services first reported a position in BlackRock ESG Capital Allocation Term Trust in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's BlackRock ESG Capital Allocation Term Trust position peaked at $32.5K in Q4 2025.
79 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.