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Blackrock Capital Allocation Trust shares owned by Journey Strategic Wealth

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

Historical chart of Journey Strategic 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 Journey Strategic 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 Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $150k 10k 14.95
2023-09-30 $145k 10k 14.49
2023-06-30 $153k 10k 15.25
2023-03-31 $151k 10k 15.14
2022-12-31 $139k 10k 13.87

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Pepsi (PEP)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus 1000 Etf (IWB)
Walt Disney Company (DIS)

View all positions for Journey Strategic Wealth

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