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Greater Midwest Financial Group’s Invesco AAA CLO Floating Rate Note ETF ICLO Stock Holding History

Greater Midwest Financial Group’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
2026
Q3 		$204K Buy
+7,985
New +$204K 0.1% 67

Other funds holding ICLO

GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Greater Midwest Financial Group's ICLO Position: Q3 2026 in Review

Greater Midwest Financial Group opened a new position in Invesco AAA CLO Floating Rate Note ETF (ICLO) in Q3 2026: 7,985 shares worth $204K. The stake represents 0.1% of the portfolio and ranks #67 among its holdings.

10 funds tracked by Wall St. Rank hold ICLO as of Q3 2026.

  • Greater Midwest Financial Group held 7,985 shares of Invesco AAA CLO Floating Rate Note ETF worth $204K as of Q3 2026.
  • Invesco AAA CLO Floating Rate Note ETF was a new Greater Midwest Financial Group position in Q3 2026.
  • Invesco AAA CLO Floating Rate Note ETF made up 0.1% of Greater Midwest Financial Group's portfolio in Q3 2026, its #67 holding.
  • 10 funds tracked by Wall St. Rank held Invesco AAA CLO Floating Rate Note ETF as of Q3 2026.

Based on Greater Midwest Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.