Claro Advisors LLC

SEC CIK: 0001764386
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

IVZ holding history

Invesco Ltd. in every 13F filed by Claro Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overview All 13F holders of IVZ Full Q2 2026 holdings

Shares (Q1 2025): 0; Sold out in Q1 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2024

Holdings of IVZ by Claro Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2025	0	$0	0.0%	−12,300−100.0%	Sold out	Holders
Q4 2024	12,300	$215.0K	<0.1%	−3,836−23.8%	Reduced	Holders
Q3 2024	16,136	$283.3K	<0.1%	+16,136	New	Holders