Green Ridge Wealth Planning LLC Purchases New Holdings in Invesco AAA CLO Floating Rate Note ETF $ICLO

Green Ridge Wealth Planning LLC bought a new stake in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 103,834 shares of the company’s stock, valued at approximately $2,653,000. Invesco AAA CLO Floating Rate Note ETF makes up approximately 1.4% of Green Ridge Wealth Planning LLC’s investment portfolio, making the stock its 18th largest holding. Green Ridge Wealth Planning LLC owned about 0.84% of Invesco AAA CLO Floating Rate Note ETF as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. LPL Financial LLC grew its holdings in Invesco AAA CLO Floating Rate Note ETF by 38.4% during the 4th quarter. LPL Financial LLC now owns 3,384,749 shares of the company’s stock worth $86,480,000 after acquiring an additional 939,632 shares during the period. Invesco Ltd. lifted its stake in shares of Invesco AAA CLO Floating Rate Note ETF by 247.3% in the 3rd quarter. Invesco Ltd. now owns 955,770 shares of the company’s stock valued at $24,477,000 after purchasing an additional 680,588 shares during the period. Modern Wealth Management LLC acquired a new position in shares of Invesco AAA CLO Floating Rate Note ETF in the 3rd quarter valued at $10,066,000. Jane Street Group LLC lifted its stake in shares of Invesco AAA CLO Floating Rate Note ETF by 602.1% in the 2nd quarter. Jane Street Group LLC now owns 187,225 shares of the company’s stock valued at $4,785,000 after purchasing an additional 160,559 shares during the period. Finally, Ritholtz Wealth Management bought a new position in shares of Invesco AAA CLO Floating Rate Note ETF in the 4th quarter worth $3,999,000.

Invesco AAA CLO Floating Rate Note ETF Price Performance

Shares of Invesco AAA CLO Floating Rate Note ETF stock opened at $25.66 on Friday. The business’s 50 day simple moving average is $25.57 and its 200 day simple moving average is $25.56. Invesco AAA CLO Floating Rate Note ETF has a 52-week low of $25.23 and a 52-week high of $25.72.

Invesco AAA CLO Floating Rate Note ETF Company 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.