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KINGSWOOD WEALTH ADVISORS, LLC → BCAT
KINGSWOOD WEALTH ADVISORS, LLC BCAT Position History
BlackRock Capital Allocation Term Trust • Financial Services
Quarters held
4
Latest value
$438K
Q3 2026
Peak value
$455K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $254K |
| Q1 2026 | $353K |
| Q2 2026 | $455K |
| Q3 2026 | $438K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $438K | 32.0K | — | — |
| Q2 2026 | $455K | 28.5K | — | — |
| Q1 2026 | $353K | 25.0K | — | — |
| Q4 2025 | $254K | 17.9K | — | — |
Other funds holding BCAT
$49.7M
$44.8M
$44.7M
$43M