ECAT — BLACKROCK ESG CAP ALLC TERM

Ownership history in Formidable Asset Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in BLACKROCK ESG CAP ALLC TERM (ECAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.71% (2025 Q4)
Avg. % of fund
0.51%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 295,548 +69,357 +30.7% 0.71% $4.8M $14.56
2025 Q3 ADDED 226,191 +84,461 +59.6% 0.57% $3.6M $14.73
2025 Q2 UNCHANGED 141,730 — 0% 0.37% $2.2M $13.68
2025 Q1 INITIATED 141,730 — — 0.37% $2.2M $12.69
% of Fund (quarterly)    ECAT price (monthly, adj. close)

Other funds also holding ECAT

As of 2025 Q4 — sorted by position size

Saba Capital Management, L.P. 3Y 7Y 12.04% North Ground Capital 1.71% Mason & Associates Inc 3Y 0.99% Beckerman Institutional, LLC 0.31% Alpine Global Management, LLC 3Y 7Y 0.26% Penserra Capital Management LLC 3Y 7Y 0.25% Boreal Capital Management LLC 0.16% Advisors Asset Management, Inc. 3Y 7Y 0.15% Shaker Financial Services, LLC 3Y 7Y 0.1% EVOLVE PRIVATE WEALTH, LLC 0.09%
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