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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

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

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