CWM
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Cedar Wealth Management’s Invesco AAA CLO Floating Rate Note ETF ICLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
69,152
+21,989
+47% +$562K 0.6% 21
2025
Q1
$1.2M Buy
+47,163
New +$1.2M 0.43% 28