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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

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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. 12 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.
  • 12 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.