Wealthspire Advisors (New York)’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Wealthspire Advisors (New York)’s Portfolio CII Stock Details CII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Hold	24,115	–	–	﹤0.01%	713
2026 Q1	$507K	Buy	24,115 +1,365	+6%	+$30.7K	﹤0.01%	566
2025 Q4	$532K	Hold	22,750	–	–	﹤0.01%	588
2025 Q3	$523K	Hold	22,750	–	–	﹤0.01%	523
2025 Q2	$486K	Hold	22,750	–	–	﹤0.01%	547
2025 Q1	$420K	Hold	22,750	–	–	﹤0.01%	561
2024 Q4	$457K	Buy	22,750 +5,500	+32%	+$109K	﹤0.01%	535
2024 Q3	$340K	Hold	17,250	–	–	﹤0.01%	595
2024 Q2	$345K	Hold	17,250	–	–	﹤0.01%	506
2024 Q1	$336K	Hold	17,250	–	–	﹤0.01%	501
2023 Q4	$328K	Hold	17,250	–	–	﹤0.01%	504
2023 Q3	$322K	Hold	17,250	–	–	0.01%	471
2023 Q2	$319K	Hold	17,250	–	–	0.01%	450
2023 Q1	$309K	Hold	17,250	–	–	0.01%	433
2022 Q4	$295K	Hold	17,250	–	–	0.01%	459
2022 Q3	$284K	Hold	17,250	–	–	0.01%	422
2022 Q2	$303K	Buy	+17,250	New	+$328K	0.01%	398
2021 Q4	–	Sell	-17,250	Closed	-$348K	–	552
2021 Q3	$348K	Buy	+17,250	New	+$364K	0.01%	432

Other funds holding CII

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealthspire Advisors (New York)'s CII Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its BlackRock Enhanced Captial and Income Fund (CII) position steady in Q2 2026 at 24,115 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Wealthspire Advisors (New York) first reported a position in CII in Q3 2021 and has held it in 18 quarters since. 123 funds tracked by Wall St. Rank hold CII as of Q2 2026.

Wealthspire Advisors (New York) held 24,115 shares of BlackRock Enhanced Captial and Income Fund worth $631K as of Q2 2026.
Wealthspire Advisors (New York) left its BlackRock Enhanced Captial and Income Fund share count unchanged in Q2 2026.
BlackRock Enhanced Captial and Income Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #713 holding.
Wealthspire Advisors (New York) first reported a position in BlackRock Enhanced Captial and Income Fund in Q3 2021 and has held it in 18 quarters since.
123 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.