Green Ridge Wealth Planning LLC Acquires New Shares in Invesco AAA CLO Floating Rate Note ETF $ICLO

Green Ridge Wealth Planning LLC bought a new stake in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 103,834 shares of the company’s stock, valued at approximately $2,653,000. Invesco AAA CLO Floating Rate Note ETF comprises 1.4% of Green Ridge Wealth Planning LLC’s portfolio, making the stock its 18th largest position.

Other institutional investors have also recently bought and sold shares of the company. Concurrent Investment Advisors LLC boosted its stake in shares of Invesco AAA CLO Floating Rate Note ETF by 95.4% in the 4th quarter. Concurrent Investment Advisors LLC now owns 87,413 shares of the company’s stock valued at $2,233,000 after purchasing an additional 42,674 shares in the last quarter. Elevatus Welath Management increased its position in Invesco AAA CLO Floating Rate Note ETF by 261.2% during the 4th quarter. Elevatus Welath Management now owns 173,450 shares of the company’s stock worth $4,432,000 after purchasing an additional 125,433 shares in the last quarter. Meridian Financial Advisors LLC increased its position in Invesco AAA CLO Floating Rate Note ETF by 112.7% during the 4th quarter. Meridian Financial Advisors LLC now owns 44,034 shares of the company’s stock worth $1,125,000 after purchasing an additional 23,334 shares in the last quarter. Ritholtz Wealth Management bought a new position in Invesco AAA CLO Floating Rate Note ETF in the 4th quarter valued at approximately $3,999,000. Finally, AE Wealth Management LLC lifted its stake in Invesco AAA CLO Floating Rate Note ETF by 4.7% in the 4th quarter. AE Wealth Management LLC now owns 990,873 shares of the company’s stock valued at $25,317,000 after purchasing an additional 44,857 shares during the last quarter.

Invesco AAA CLO Floating Rate Note ETF Stock Performance

Shares of Invesco AAA CLO Floating Rate Note ETF stock opened at $25.66 on Friday. The business has a 50-day moving average price of $25.57 and a two-hundred day moving average price of $25.56. Invesco AAA CLO Floating Rate Note ETF has a 1-year low of $25.23 and a 1-year high of $25.72.

Invesco AAA CLO Floating Rate Note ETF Profile

The Invesco Aaa Clo Floating Rate Note ETF (ICLO) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed to invest in USD-denominated floating rate CLOs that are rated AAA or equivalent. ICLO was launched on Dec 9, 2022 and is managed by Invesco.