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Blackrock Capital Allocation Trust shares owned by Claro Advisors

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by Claro Advisors from 13F filings

Historical chart of Claro Advisors investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by Claro Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Claro Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $168k 10k 16.45
2024-06-30 $259k 16k 16.41
2024-03-31 $263k 16k 16.66
2023-12-31 $265k 18k 14.95
2023-09-30 $234k 16k 14.49
2023-06-30 $254k 17k 15.25
2023-03-31 $254k 17k 15.14

More positions owned by Claro Advisors

Klaviyo Com Ser A (KVYO)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Claro Advisors

Top funds holding Blackrock Capital Allocation Trust

Rivernorth Capital Management
Invesco
Bank of America Corporation
Penserra Capital Management
Pathstone Holdings
Wells Fargo & Company
Thomas J. Herzfeld Advisors
Commonwealth Equity Services
Advisors Asset Management
Karpus Investment Management
Sanctuary Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
First Trust Advisors
Royal Bank of Canada

View all funds holding Blackrock Capital Allocation Trust