Advisory Resource Group »

Blackrock Capital Allocation Trust shares owned by Advisory Resource Group

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Advisory Resource Group from 13F filings

Historical chart of Advisory Resource Group investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Advisory Resource Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Blackrock Capital Allocation Trust by Advisory Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $519k 35k 14.95
2023-09-30 $503k 35k 14.49
2023-06-30 $530k 35k 15.25
2023-03-31 $526k 35k 15.14
2022-12-31 $482k 35k 13.87
2022-09-30 $473k 35k 13.62

More positions owned by Advisory Resource Group

Pacer Fds Tr Metaurus Cap 400 (QDPL)
Phillips 66 (PSX)
ConocoPhillips (COP)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Rusel 2500 Etf (SMMD)
Pacer Fds Tr Cash Cows Etf (HERD)
Pgim Etf Tr Total Return Bon (PTRB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core S&p500 Etf (IVV)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Janus Detroit Str Tr Henderson Securi (JSI)
American Centy Etf Tr Avantis Core Fi (AVIG)
Pacer Fds Tr Industrial Relet (INDS)
Ishares Tr High Yld Bd Fctr (HYDB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Advisory Resource Group

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management
Rivernorth Capital Management
Pathstone Holdings
UBS Group
Bank of America Corporation
Raymond James & Associates
Rockefeller Capital Management
Wells Fargo & Company
Stifel Financial
D. E. Shaw & Co
Commonwealth Equity Services
Advisors Asset Management
Private Management Group
Alpine Partners VI
Cambridge Investment Research Advisors

View all funds holding Blackrock Capital Allocation Trust