Amplius Wealth Advisors, LLC
Position in BCAT — BlackRock Capital Allocation Term Trust
CIK 1900584
BLUE BELL, PA
Position in BCAT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$503,324
+$23,626 QoQ
Shares Held
35,621
+5.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BCAT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Amplius Wealth Advisors, LLC holds $29,576,448 across 10 Asset Management names. BCAT ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
128,696 | $14,798,753 | |
| 2 | AMG |
Affiliated Managers Group, Inc.
|
19,616 | $5,427,747 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
191,700 | $4,541,373 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
103,581 | $2,351,288 | |
| 5 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
84,152 | $1,065,364 | |
| 6 | BCAT |
BlackRock Capital Allocation Term Trust
This page
|
35,621 | $503,324 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
14,783 | $327,443 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
32,171 | $278,600 |
All Filings in BCAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,324 | 35,621 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $479,698 | 33,877 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $475,897 | 32,177 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $462,920 | 30,576 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $417,672 | 29,005 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $416,821 | 27,513 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $471,539 | 28,665 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $603,855 | 36,798 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $605,624 | 36,352 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $535,568 | 35,824 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $533,536 | 36,821 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $636,489 | 41,737 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,431,635 | 160,610 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,315,609 | 239,049 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $20,745,927 | 1,524,315 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $37,951,015 | 2,590,513 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $41,037,203 | 2,478,092 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $34,960,032 | 1,797,431 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||