Comprehensive Financial Planning, Inc./PA
Position in ECAT — BlackRock ESG Capital Allocation Term Trust
CIK 2044855
EAST PETERSBURG, PA
Position in ECAT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$6,790
-$900 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Comprehensive Financial Planning, Inc./PA holds $69,123 across 6 Asset Management names. ECAT ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
381 | $34,331 | |
| 2 | BX |
Blackstone Inc.
|
200 | $22,998 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
This page
|
500 | $6,790 | |
| 4 | AGD |
abrdn Global Dynamic Dividend Fund
|
216 | $2,332 | |
| 5 | FSK |
FS KKR Capital Corp
|
183 | $1,862 | |
| 6 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
46 | $810 |
All Filings in ECAT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,790 | 500 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $7,690 | 500 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||