ICLO INVESCO ACTIVELY MANAGED EXC
FollowAAA CLO FLTNG RT (warrant or right)
Filings received so far for Q3 2026: 6 13F filers report a position in ICLO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Green Ridge Wealth Planning LLC | 146,554 | $3.75M | 1.51% | +30,224 | 13F-HRTimeline |
| Elm3 Financial Group, LLC | 125,405 | $3.21M | 2.14% | -2,911 | 13F-HRTimeline |
| Cadent Capital Advisors, LLC | 119,162 | $3.05M | 0.65% | +106,962 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 27,562 | $706K | 0.2% | +287 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 3,428 | $87.7K | <0.01% | +705 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 3 | $77 | <0.01% | new | 13F-HRTimeline |