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Blackrock Capital Allocation Trust shares owned by CWM

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

Historical chart of CWM investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $58k 3.5k 16.57
2023-12-31 $62k 4.2k 14.92
2022-12-31 $173k 13k 13.84
2022-09-30 $170k 13k 13.60

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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