Integrity Wealth Advisors
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Integrity Wealth Advisors’s Invesco AAA CLO Floating Rate Note ETF ICLO Stock Holding History

Integrity Wealth Advisors’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 		$7.36M Buy
+287,596
New +$7.36M 3.8% 9

Other funds holding ICLO

San Luis Wealth Advisors
San Luis Wealth Advisors San Luis Obispo, California $685M AUM 13.89% 1-Year Est. Return
Elevatus Welath Management
Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Integrity Wealth Advisors's ICLO Position: Q3 2026 in Review

Integrity Wealth Advisors opened a new position in Invesco AAA CLO Floating Rate Note ETF (ICLO) in Q3 2026: 287,596 shares worth $7.36M. The stake represents 3.8% of the portfolio and ranks #9 among its holdings.

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

  • Integrity Wealth Advisors held 287,596 shares of Invesco AAA CLO Floating Rate Note ETF worth $7.36M as of Q3 2026.
  • Invesco AAA CLO Floating Rate Note ETF was a new Integrity Wealth Advisors position in Q3 2026.
  • Invesco AAA CLO Floating Rate Note ETF made up 3.8% of Integrity Wealth Advisors's portfolio in Q3 2026, its #9 holding.
  • 33 funds tracked by Wall St. Rank held Invesco AAA CLO Floating Rate Note ETF as of Q3 2026.

Based on Integrity Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.