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BOLTON SECURITIES CORPORATION’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$550K Buy
+40,472
New +$606K 0.03% 516
2025
Q3 		$439K Buy
+26,770
New +$440K 0.02% 545
2025
Q1 		$459K Buy
+29,120
New +$481K 0.03% 500

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ECAT Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in BlackRock ESG Capital Allocation Term Trust (ECAT) in Q1 2026: 40,472 shares worth $550K. The stake represents 0.03% of the portfolio and ranks #516 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ECAT as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ECAT in Q1 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 40,472 shares of BlackRock ESG Capital Allocation Term Trust worth $550K as of Q1 2026.
  • BlackRock ESG Capital Allocation Term Trust was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • BlackRock ESG Capital Allocation Term Trust made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #516 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in BlackRock ESG Capital Allocation Term Trust in Q1 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.