SeaCrest Wealth Management, LLC
Position in ECAT — BlackRock ESG Capital Allocation Term Trust
CIK 1728121
PURCHASE, NY
Position in ECAT
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$403,516
-$66,527 QoQ
Shares Held
29,714
-2.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ECAT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026SeaCrest Wealth Management, LLC holds $23,831,954 across 59 Asset Management names. ECAT ranks #15 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
217,563 | $5,306,361 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
39,795 | $1,410,334 | |
| 3 | BX |
Blackstone Inc.
|
7,728 | $888,642 | |
| 4 | AIO |
Virtus Artificial Intelligence & Technology Opportunities Fund
|
30,450 | $651,934 | |
| 5 | BGX |
Blackstone Long-Short Credit Income Fund
|
59,248 | $645,803 | |
| 6 | BLK |
BlackRock, Inc.
|
588 | $565,485 | |
| 7 | APO |
Apollo Global Management, Inc.
|
5,072 | $565,122 | |
| 8 | AOD |
abrdn Total Dynamic Dividend Fund
|
59,850 | $551,218 |
All Filings in ECAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $403,516 | 29,714 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $470,043 | 30,562 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $502,610 | 30,647 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $414,380 | 25,802 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $373,954 | 23,713 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||