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Blackrock Capital Allocation Trust shares owned by Evolve Private Wealth

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

Historical chart of Evolve Private Wealth investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 99k 14.13

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Ishares Tr Core Us Aggbd Et (AGG)
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View all positions for Evolve Private Wealth

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