Blackrock Capital Allocation Trust shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Blackrock Capital Allocation Trust
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Quarterly reported holdings in Blackrock Capital Allocation Trust by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $476k | 32k | 14.79 |
| 2025-06-30 | $463k | 31k | 15.14 |
| 2025-03-31 | $418k | 29k | 14.40 |
| 2024-12-31 | $417k | 28k | 15.15 |
| 2024-09-30 | $472k | 29k | 16.45 |
| 2024-06-30 | $604k | 37k | 16.41 |
| 2024-03-31 | $606k | 36k | 16.66 |
| 2023-12-31 | $536k | 36k | 14.95 |
| 2023-09-30 | $534k | 37k | 14.49 |
| 2023-06-30 | $637k | 42k | 15.25 |
| 2023-03-31 | $2.4M | 161k | 15.14 |
| 2022-12-31 | $3.3M | 239k | 13.87 |
| 2022-09-30 | $21M | 1.5M | 13.61 |
| 2022-06-30 | $38M | 2.6M | 14.65 |
| 2022-03-31 | $41M | 2.5M | 16.56 |
| 2021-12-31 | $35M | 1.8M | 19.45 |
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