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Invesco AAA CLO Floating Rate Note ETF
ICLO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
AF
26
ASL Financial
California
USD 3.14 M -USD 164 k -6,430 -5%
TCWM
27
Total Clarity Wealth Management
Illinois
USD 2.99 M +USD 148 k +5,794 +5%
GRWP
28
Green Ridge Wealth Planning
New Jersey
USD 2.98 M +USD 375 k +14,656 +14%
IFG Advisory
29
IFG Advisory
Georgia
USD 2.53 M +USD 2.53 M +98,965 Nuevas
Integrated Wealth Concepts
30
Integrated Wealth Concepts
Massachusetts
USD 2.5 M +USD 85.8 k +3,356 +4%
Bank of America
31
Bank of America
North Carolina
USD 2.44 M -USD 44.5 k -1,740 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
USD 2.41 M +USD 97 k +3,794 +4%
Gladstone Institutional Advisory
33
Gladstone Institutional Advisory
Florida
USD 2.41 M +USD 59.1 k +2,313 +3%
CWM
34
Cedar Wealth Management
California
USD 2.4 M – – –
Osaic Holdings
35
Osaic Holdings
Arizona
USD 2.19 M +USD 663 k +25,941 +44%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
USD 2.11 M -USD 191 k -7,486 -8%
PBF
37
Petix & Botte Financial
California
USD 1.74 M +USD 1.74 M +67,878 Nuevas
Simplicity Wealth
38
Simplicity Wealth
New Jersey
USD 1.61 M +USD 772 k +30,208 +92%
MF
39
Meridian Financial
Massachusetts
USD 1.57 M +USD 105 k +4,095 +7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
USD 1.5 M +USD 1.3 M +50,799 +666%
Jane Street
41
Jane Street
New York
USD 1.28 M +USD 1.28 M +50,096 Nuevas
Sepio Capital
42
Sepio Capital
Utah
USD 1.23 M -USD 499 k -19,514 -29%
Jacobi Capital Management
43
Jacobi Capital Management
Pennsylvania
USD 1.16 M +USD 8.95 k +350 +0.8%
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
USD 1.09 M -USD 226 k -8,828 -17%
BF
45
Brucke Financial
Indiana
USD 1.09 M -USD 686 k -26,821 -39%
Western Wealth Management
46
Western Wealth Management
Colorado
USD 999 k +USD 20 k +783 +2%
Keating Financial Advisory Services
47
Keating Financial Advisory Services
Kansas
USD 957 k +USD 539 k +21,079 +129%
Natixis Advisors
48
Natixis Advisors
Massachusetts
USD 751 k +USD 751 k +29,375 Nuevas
AWM
49
Avaii Wealth Management
Wisconsin
USD 698 k -USD 6.49 k -254 -0.9%
Regal Investment Advisors
50
Regal Investment Advisors
Michigan
USD 672 k +USD 26.8 k +1,050 +4%
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