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Advisory Solutions Group, LLC’s BlackRock Capital Allocation Term Trust BCAT Stock Holding History

Advisory Solutions Group, LLC’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 		$213K Buy
+13,371
New +$205K 0.07% 185

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Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Advisory Solutions Group, LLC's BCAT Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in BlackRock Capital Allocation Term Trust (BCAT) in Q2 2026: 13,371 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #185 among its holdings.

35 funds tracked by Wall St. Rank hold BCAT as of Q2 2026.

  • Advisory Solutions Group, LLC held 13,371 shares of BlackRock Capital Allocation Term Trust worth $213K as of Q2 2026.
  • BlackRock Capital Allocation Term Trust was a new Advisory Solutions Group, LLC position in Q2 2026.
  • BlackRock Capital Allocation Term Trust made up 0.07% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #185 holding.
  • 35 funds tracked by Wall St. Rank held BlackRock Capital Allocation Term Trust as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.