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Blackrock Capital Allocation Trust shares owned by Estate Planners Group

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

Historical chart of Estate Planners 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 Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.1k 500 14.16

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Blackrock Capital Allocation Trust

Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
Rivernorth Capital Management
Invesco
UBS Group
Stifel Financial
Rockefeller Capital Management
LPL Financial
Keebeck Wealth Management
Advisors Asset Management
Absolute Investment Advisers
Raymond James Financial
Cambridge Investment Research Advisors
Readystate Asset Management

View all funds holding Blackrock Capital Allocation Trust