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SOA Wealth Advisors’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

SOA Wealth Advisors’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
2025
Q2 		– Sell
-75,069
Closed -$75.1K – 883
2025
Q1 		$75.1K Buy
+75,069
New +$1.15M 0.02% 287

Other funds holding BCAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SOA Wealth Advisors's BCAT Position: Q2 2025 in Review

SOA Wealth Advisors sold out of BlackRock Capital Allocation Term Trust (BCAT) in Q2 2025, closing a stake of 75,069 shares — an estimated $75.1K sold.

SOA Wealth Advisors first reported a position in BCAT in Q1 2025 and held it in 1 quarter. The position peaked at $75.1K in Q1 2025. 91 funds tracked by Wall St. Rank hold BCAT as of Q2 2025.

  • SOA Wealth Advisors reported no remaining BlackRock Capital Allocation Term Trust position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 75,069 BlackRock Capital Allocation Term Trust shares in Q2 2025, an estimated $75.1K.
  • SOA Wealth Advisors first reported a position in BlackRock Capital Allocation Term Trust in Q1 2025 and held it in 1 quarter.
  • SOA Wealth Advisors's BlackRock Capital Allocation Term Trust position peaked at $75.1K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.