SeaCrest Wealth Management’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

SeaCrest Wealth Management’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 Q2	$288K	Buy	18,099 +2,613	+17%	+$40.1K	0.03%	426
2026 Q1	$219K	Sell	15,486 -1,611	-9%	-$23.7K	0.02%	574
2025 Q4	$247K	Sell	17,097 -893	-5%	-$12.9K	0.02%	518
2025 Q3	$268K	Buy	17,990 +7,029	+64%	+$105K	0.03%	496
2025 Q2	$166K	Buy	+10,961	New	+$160K	0.02%	593

Other funds holding BCAT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCM

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaCrest Wealth Management's BCAT Position: Q2 2026 in Review

SeaCrest Wealth Management increased its BlackRock Capital Allocation Term Trust (BCAT) stake by 17% in Q2 2026, buying an estimated $40.1K and bringing the position to 18,099 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #426.

SeaCrest Wealth Management first reported a position in BCAT in Q2 2025 and has held it in 5 quarters since. 110 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

SeaCrest Wealth Management held 18,099 shares of BlackRock Capital Allocation Term Trust worth $288K as of Q2 2026.
SeaCrest Wealth Management bought 2,613 BlackRock Capital Allocation Term Trust shares in Q2 2026, an estimated $40.1K.
BlackRock Capital Allocation Term Trust made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #426 holding.
SeaCrest Wealth Management first reported a position in BlackRock Capital Allocation Term Trust in Q2 2025 and has held it in 5 quarters since.
110 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.