Comprehensive Financial Planning, Inc./PA
Position in ECAT — BlackRock ESG Capital Allocation Term Trust
CIK 2044855
EAST PETERSBURG, PA
Position in ECAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,860
+$1,070 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECAT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $3,842,278 across 10 Asset Management names. ECAT ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
13,004 | $3,167,317 | |
| 2 | STT |
State Street Corp
|
11,154 | $597,965 | |
| 3 | PFG |
Principal Financial Group Inc
|
381 | $41,064 | |
| 4 | BX |
Blackstone Inc.
|
200 | $23,534 | |
| 5 | ECAT |
BlackRock ESG Capital Allocation Term Trust
This page
|
500 | $7,860 | |
| 6 | AGD |
abrdn Global Dynamic Dividend Fund
|
216 | $2,615 | |
| 7 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
46 | $835 | |
| 8 | VRTS |
Virtus Investment Partners, Inc.
|
4 | $574 |
All Filings in ECAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,860 | 500 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||