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Blackrock Capital Allocation Trust shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Blackrock Capital Allocation Trust

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All positions including Blackrock Capital Allocation Trust held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $511k 35k 14.79
2025-06-30 $501k 33k 15.14
2025-03-31 $347k 24k 14.40
2024-12-31 $255k 17k 15.15

More positions owned by Joseph P. Lucia & Associates

Vaneck Etf Trust Semiconductr Etf (SMH)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Proshares Tr S&p 500 Dv Arist (NOBL)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Technology (XLK)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Joseph P. Lucia & Associates

Top funds holding Blackrock Capital Allocation Trust

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

View all funds holding Blackrock Capital Allocation Trust