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Prospera Financial Services’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Prospera Financial 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 		$416K Buy
26,457
+700
+3% +$10.6K 0.01% 1112
2026
Q1 		$350K Buy
+25,757
New +$386K 0.01% 1148

Other funds holding ECAT

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Prospera Financial Services's ECAT Position: Q2 2026 in Review

Prospera Financial Services increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 2.7% in Q2 2026, buying an estimated $10.6K and bringing the position to 26,457 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #1112.

Prospera Financial Services first reported a position in ECAT in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • Prospera Financial Services held 26,457 shares of BlackRock ESG Capital Allocation Term Trust worth $416K as of Q2 2026.
  • Prospera Financial Services bought 700 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $10.6K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1112 holding.
  • Prospera Financial Services first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.