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Blackrock Capital Allocation Trust shares owned by Envestnet Asset Management

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

Historical chart of Envestnet Asset Management investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $153k 11k 14.13
2024-06-30 $475k 29k 16.41
2024-03-31 $574k 35k 16.66

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Envestnet Asset Management

Top funds holding Blackrock Capital Allocation Trust

Morgan Stanley
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
Bank of America Corporation
UBS Group
Invesco
Royal Bank of Canada
Stifel Financial
LPL Financial
Rockefeller Capital Management
Advisors Asset Management
Keebeck Wealth Management
Raymond James Financial
Cambridge Investment Research Advisors

View all funds holding Blackrock Capital Allocation Trust