INSIGNEO ADVISORY SERVICES, LLC

Position in BCAT — BlackRock Capital Allocation Term Trust

CIK 1964958 MIAMI, FL

Position in BCAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$203,683

+$9,337 QoQ

Shares Held

14,415

+5.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $31,343,090 across 36 Asset Management names. BCAT ranks #29 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	360,967	$8,803,985
2	BX	Blackstone Inc.	35,203	$4,047,992
3	PHYS	Sprott Physical Gold Trust	94,308	$3,342,275
4	PCN	Pimco Corporate & Income Strategy Fund	250,450	$2,980,355
5	GHY	PGIM Global High Yield Fund, Inc.	133,500	$1,555,275
6	EMD	Western Asset Emerging Markets Debt Fund Inc.	140,684	$1,381,516
7	BLK	BlackRock, Inc.	1,076	$1,034,799
8	AMP	Ameriprise Financial Inc	1,438	$639,047

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$203,683	14,415	+5.0%	Shares	Sole	2026-05-12
2025-12-31	$194,346	13,725	-21.0%	Shares	Sole	2026-02-12
2025-09-30	$256,887	17,369	+13.0%	Shares	Sole	2025-11-12
2025-06-30	$232,686	15,369	-1.6%	Shares	Sole	2025-08-12
2025-03-31	$224,913	15,619	-7.1%	Shares	Sole	2025-04-18
2024-03-31	$279,954	16,804	0.0%	Shares	Sole	2024-05-15
2023-12-31	$251,219	16,804	0.0%	Shares	Sole	2024-02-14
2023-09-30	$243,489	16,804	0.0%	Shares	Sole	2023-11-14
2023-06-30	$256,261	16,804	+3.1%	Shares	Sole	2023-08-14
2023-03-31	$246,842	16,304	+9.5%	Shares	Sole	2023-05-11
2022-12-31	$206,454	14,885	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.