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

SeaCrest Wealth Management’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 		$629K Buy
40,000
+10,286
+35% +$155K 0.07% 242
2026
Q1 		$404K Sell
29,714
-848
-3% -$12.7K 0.04% 384
2025
Q4 		$480K Sell
30,562
-85
-0.3% -$1.36K 0.05% 337
2025
Q3 		$510K Buy
30,647
+4,845
+19% +$79.6K 0.05% 307
2025
Q2 		$414K Buy
25,802
+2,089
+9% +$32.4K 0.05% 367
2025
Q1 		$374K Buy
+23,713
New +$392K 0.04% 412

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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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

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

SeaCrest Wealth Management increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 35% in Q2 2026, buying an estimated $155K and bringing the position to 40,000 shares worth $629K. The position accounts for 0.07% of the portfolio, ranked #242.

SeaCrest Wealth Management first reported a position in ECAT in Q1 2025 and has held it in 6 quarters since. 8 funds tracked by Wall St. Rank hold ECAT as of Q2 2026.

  • SeaCrest Wealth Management held 40,000 shares of BlackRock ESG Capital Allocation Term Trust worth $629K as of Q2 2026.
  • SeaCrest Wealth Management bought 10,286 BlackRock ESG Capital Allocation Term Trust shares in Q2 2026, an estimated $155K.
  • BlackRock ESG Capital Allocation Term Trust made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #242 holding.
  • SeaCrest Wealth Management first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2025 and has held it in 6 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q2 2026.

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