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Chris Bulman’s Invesco AAA CLO Floating Rate Note ETF ICLO Stock Holding History

Chris Bulman’s Portfolio ICLO Stock Details ICLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,581
Closed -$373K – 157
2025
Q3 		$373K Sell
14,581
-3,844
-21% -$98.4K 0.19% 78
2025
Q2 		$471K Buy
18,425
+5,903
+47% +$150K 0.27% 65
2025
Q1 		$319K Sell
12,522
-460
-4% -$11.8K 0.2% 84
2024
Q4 		$333K Buy
+12,982
New +$333K 0.21% 77

Other funds holding ICLO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
RWA
Rooted Wealth Advisors Bourbonnais, Illinois $408M AUM 18.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chris Bulman's ICLO Position: Q4 2025 in Review

Chris Bulman sold out of Invesco AAA CLO Floating Rate Note ETF (ICLO) in Q4 2025, closing a stake of 14,581 shares — an estimated $373K sold.

Chris Bulman first reported a position in ICLO in Q4 2024 and held it in 4 quarters. The position peaked at $471K in Q2 2025. 85 funds tracked by Wall St. Rank hold ICLO as of Q4 2025.

  • Chris Bulman reported no remaining Invesco AAA CLO Floating Rate Note ETF position as of Q4 2025 after selling out during the quarter.
  • Chris Bulman sold 14,581 Invesco AAA CLO Floating Rate Note ETF shares in Q4 2025, an estimated $373K.
  • Chris Bulman first reported a position in Invesco AAA CLO Floating Rate Note ETF in Q4 2024 and held it in 4 quarters.
  • Chris Bulman's Invesco AAA CLO Floating Rate Note ETF position peaked at $471K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Invesco AAA CLO Floating Rate Note ETF as of Q4 2025.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.