ICLO — INVESCO ACTIVELY MANAGED EXC

Ownership history in Cedar Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Cedar Wealth Management, LLC reported a position in INVESCO ACTIVELY MANAGED EXC (ICLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.6% (2025 Q3)
Avg. % of fund
0.55%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 74,214 -2,500 -3.3% 0.57% $1.9M $25.24
2025 Q3 ADDED 76,714 +7,562 +10.9% 0.60% $2.0M $24.96
2025 Q2 ADDED 69,152 +21,989 +46.6% 0.60% $1.8M $24.58
2025 Q1 INITIATED 47,163 — — 0.43% $1.2M $24.16
% of Fund (quarterly)    ICLO price (monthly, adj. close)

Other funds also holding ICLO

As of 2025 Q4 — sorted by position size

Rooted Wealth Advisors, Inc. 3Y 1.73% Green Ridge Wealth Planning LLC 1.36% ELEVATUS WELATH MANAGEMENT 1.21% Colonial River Investments, LLC 3Y 0.97% ASHTON THOMAS SECURITIES, LLC 0.84% Meridian Financial Advisors, LLC 0.61% Asset Allocation Strategies LLC 3Y 0.6% Vienna Asset Management LLC 3Y 0.53% San Luis Wealth Advisors LLC 3Y 0.47% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.37%
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