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Amplius Wealth Advisors, LLC → BCAT
Amplius Wealth Advisors, LLC BCAT Position History
BlackRock Capital Allocation Term Trust • Financial Services
Quarters held
4
Latest value
$509K
Q3 2026
Peak value
$562K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $480K |
| Q1 2026 | $503K |
| Q2 2026 | $562K |
| Q3 2026 | $509K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $509K | 37.1K | — | — |
| Q2 2026 | $562K | 35.3K | — | — |
| Q1 2026 | $503K | 35.6K | — | — |
| Q4 2025 | $480K | 33.9K | — | — |
Other funds holding BCAT
$49.7M
$44.8M
$44.7M
$43M