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Blackrock Capital Allocation Trust shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2024-03-31 $793k 48k 16.66
2023-12-31 $697k 47k 14.95
2023-09-30 $477k 33k 14.49

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Eafe Value Etf (EFV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Value Etf (VTV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Ishares Tr Eafe Grwth Etf (EFG)
Fs Kkr Capital Corp (FSK)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
First Tr Value Line Divid In SHS (FVD)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)

View all positions for Fountainhead AM

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