Formidable Asset Management, LLC

Position in ECAT — BlackRock ESG Capital Allocation Term Trust

CIK 1592613 CINCINNATI, OH

Position in ECAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$4,653,623

+$554,242 QoQ

Shares Held

296,032

-1.9% QoQ

Ownership

0.298%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#14

of 79 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Formidable Asset Management, LLC holds $39,278,410 across 26 Asset Management names. ECAT ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	834,092	$8,182,442
2	GGN	GAMCO Global Gold, Natural Resources & Income Trust	1,370,222	$6,631,874
3	ECAT	BlackRock ESG Capital Allocation Term Trust This page	296,032	$4,653,623
4	HQL	abrdn Life Sciences Investors	165,243	$3,306,512
5	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	112,161	$3,104,616
6	ETO	Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund	48,973	$1,511,796
7	BSTZ	BlackRock Science & Technology Term Trust	47,582	$1,428,887
8	BCAT	BlackRock Capital Allocation Term Trust	80,117	$1,276,263

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,653,623	296,032	-1.9%	Shares	Sole	2026-07-17
2026-03-31	$4,099,381	301,869	+2.1%	Shares	Sole	2026-04-22
2025-12-31	$4,545,528	295,548	+30.7%	Shares	Sole	2026-01-16
2025-09-30	$3,709,532	226,191	+59.6%	Shares	Sole	2025-10-29
2025-06-30	$2,276,183	141,730	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2,235,082	141,730	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.