Green Ridge Wealth Planning LLC acquired a new position in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 146,554 shares of the company’s stock, valued at approximately $3,750,000. Invesco AAA CLO Floating Rate Note ETF comprises 1.5% of Green Ridge Wealth Planning LLC’s investment portfolio, making the stock its 21st biggest holding.
A number of other institutional investors and hedge funds have also recently modified their holdings of ICLO. Elm3 Financial Group LLC acquired a new position in Invesco AAA CLO Floating Rate Note ETF in the 3rd quarter worth approximately $3,209,000. Stewardship Advisors LLC purchased a new position in Invesco AAA CLO Floating Rate Note ETF during the 1st quarter worth approximately $5,007,000. Signal Advisors Wealth LLC acquired a new stake in Invesco AAA CLO Floating Rate Note ETF during the 1st quarter valued at approximately $1,537,000. Total Clarity Wealth Management Inc. acquired a new stake in Invesco AAA CLO Floating Rate Note ETF during the 1st quarter valued at approximately $2,833,000. Finally, PAX Financial Group LLC purchased a new stake in shares of Invesco AAA CLO Floating Rate Note ETF in the 1st quarter valued at $665,000.
Invesco AAA CLO Floating Rate Note ETF Stock Up 0.1%
ICLO stock opened at $25.62 on Friday. Invesco AAA CLO Floating Rate Note ETF has a 12 month low of $25.23 and a 12 month high of $25.72. The firm’s fifty day simple moving average is $25.61 and its 200-day simple moving average is $25.58.
Invesco AAA CLO Floating Rate Note ETF Profile
The Invesco Aaa Clo Floating Rate Note ETF (ICLO) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed to invest in USD-denominated floating rate CLOs that are rated AAA or equivalent. ICLO was launched on Dec 9, 2022 and is managed by Invesco.
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