WealthPLAN Partners’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-99	Closed	-$1.55K	–	517
2023 Q2	$1.55K	Hold	99	–	–	﹤0.01%	1108
2023 Q1	$1.54K	Buy	+99	New	+$1.45K	﹤0.01%	1162

Other funds holding ECAT

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return