Total Clarity Wealth Management’s Invesco AAA CLO Floating Rate Note ETF ICLO Stock Holding History

Total Clarity Wealth Management’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 Q2	$2.99M	Buy	116,848 +5,794	+5%	+$148K	0.58%	40
2026 Q1	$2.83M	Buy	+111,054	New	+$2.84M	0.67%	43

Other funds holding ICLO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Total Clarity Wealth Management's ICLO Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Invesco AAA CLO Floating Rate Note ETF (ICLO) stake by 5.2% in Q2 2026, buying an estimated $148K and bringing the position to 116,848 shares worth $2.99M. The position accounts for 0.58% of the portfolio, ranked #40.

Total Clarity Wealth Management first reported a position in ICLO in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold ICLO as of Q2 2026.

Total Clarity Wealth Management held 116,848 shares of Invesco AAA CLO Floating Rate Note ETF worth $2.99M as of Q2 2026.
Total Clarity Wealth Management bought 5,794 Invesco AAA CLO Floating Rate Note ETF shares in Q2 2026, an estimated $148K.
Invesco AAA CLO Floating Rate Note ETF made up 0.58% of Total Clarity Wealth Management's portfolio in Q2 2026, its #40 holding.
Total Clarity Wealth Management first reported a position in Invesco AAA CLO Floating Rate Note ETF in Q1 2026 and has held it in 2 quarters since.
93 funds tracked by Wall St. Rank held Invesco AAA CLO Floating Rate Note ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.