TCWM
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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
Q1 		$2.83M Buy
+111,054
New +$2.84M 0.67% 43

Other funds holding ICLO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Total Clarity Wealth Management's ICLO Position: Q1 2026 in Review

Total Clarity Wealth Management opened a new position in Invesco AAA CLO Floating Rate Note ETF (ICLO) in Q1 2026: 111,054 shares worth $2.83M. The stake represents 0.67% of the portfolio and ranks #43 among its holdings.

90 funds tracked by Wall St. Rank hold ICLO as of Q1 2026.

  • Total Clarity Wealth Management held 111,054 shares of Invesco AAA CLO Floating Rate Note ETF worth $2.83M as of Q1 2026.
  • Invesco AAA CLO Floating Rate Note ETF was a new Total Clarity Wealth Management position in Q1 2026.
  • Invesco AAA CLO Floating Rate Note ETF made up 0.67% of Total Clarity Wealth Management's portfolio in Q1 2026, its #43 holding.
  • 90 funds tracked by Wall St. Rank held Invesco AAA CLO Floating Rate Note ETF as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.