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Invesco AAA CLO Floating Rate Note ETF
ICLO

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$86.5M +$24M +939,632 +38%
Invesco
2
Invesco
Georgia
$41.1M +$16.7M +653,326 +68%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$28.1M +$40K +1,563 +0.1%
AWM
4
AE Wealth Management
Kansas
$25.3M +$1.15M +44,857 +5%
MWM
5
Modern Wealth Management
Kansas
$10.2M +$176K +6,861 +2%
PAG
6
Private Advisor Group
New Jersey
$9.96M +$2.42M +94,558 +32%
KWM
7
Kingsview Wealth Management
Oregon
$8.62M -$320K -12,516 -4%
FHA
8
Flagship Harbor Advisors
Massachusetts
$7.82M +$562K +21,944 +8%
RWA
9
Rooted Wealth Advisors
Illinois
$6.16M +$7.42K +290 +0.1%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$5.21M -$712K -27,810 -12%
EWM
11
Elevatus Welath Management
New York
$4.43M +$3.21M +125,433 +261%
ATS
12
Ashton Thomas Securities
New York
$4.41M +$842K +32,913 +24%
EFG
13
Elm3 Financial Group
Georgia
$4.08M -$1.5M -58,603 -27%
RWM
14
Ritholtz Wealth Management
New York
$4M +$4.01M +156,510 New
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$3.65M +$448K +17,485 +14%
AF
16
ASL Financial
California
$3.42M +$3.4M +132,828 New
CCMG
17
Connecticut Capital Management Group
Connecticut
$3.32M +$3.33M +130,025 New
AAS
18
Asset Allocation Strategies
Michigan
$3.23M +$255K +9,953 +9%
SLWA
19
San Luis Wealth Advisors
California
$2.81M +$394K +15,407 +16%
CRI
20
Colonial River Investments
Virginia
$2.71M +$279K +10,897 +11%
AWM
21
Axxcess Wealth Management
California
$2.68M +$259K +10,105 +11%
GRWP
22
Green Ridge Wealth Planning
New Jersey
$2.65M +$2.66M +103,834 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.47M +$851K +33,258 +52%
Mariner
24
Mariner
Kansas
$2.43M -$592K -23,123 -20%
CIA
25
Concurrent Investment Advisors
Florida
$2.23M +$1.09M +42,674 +95%
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