ICLO · Insider trading · 13F holders · Congress trades
Invesco Actively Managed Exc (ICLO)
Who is buying and selling ICLO: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 18
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ICLO at a glance
- No open-market insider purchases or sales of ICLO were filed in the last 90 days.
- 18 13F filers hold ICLO among their 50 largest positions, worth $96.7M combined. The biggest bets by portfolio weight are Integrity Wealth Advisors, Inc. (3.8%), Elevatus Welath Management (3.5%) and Connecticut Capital Management Group, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in ICLO.
ICLO insider trading
No open-market insider purchases or sales of ICLO were filed in the last 90 days.
Who owns ICLO? Hedge funds and superinvestors
18 13F filers hold ICLO among their 50 largest positions, worth $96.7M combined. The biggest bets by portfolio weight are Integrity Wealth Advisors, Inc. (3.8%), Elevatus Welath Management (3.5%) and Connecticut Capital Management Group, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLCWealth manager | 2.3% | $15.8M | 617,972 | +99.3% shares | Q3 2026 |
| Elevatus Welath ManagementInvestment manager | 3.5% | $14.5M | 564,838 | +200.0% shares | Q3 2026 |
| Commonwealth Financial Services, LLCWealth manager | 1.6% | $8.9M | 346,818 | -23.0% shares | Q3 2026 |
| Integrity Wealth Advisors, Inc.Wealth manager | 3.8% | $7.4M | 287,596 | — | Q3 2026 |
| Rooted Wealth Advisors, Inc.Wealth manager | 1.5% | $6.3M | 246,958 | +2.3% shares | Q2 2026 |
| Stewardship Advisors, LLCWealth manager | 1.1% | $5.5M | 213,478 | +2.1% shares | Q3 2026 |
| Garden State Investment Advisory Services LLCWealth manager | 0.9% | $4.6M | 177,979 | +17.7% shares | Q2 2026 |
| Ashton Thomas Securities, LLCWealth manager | 0.5% | $4.2M | 165,980 | +4.6% shares | Q3 2026 |
| Green Ridge Wealth Planning LLCWealth manager | 1.5% | $3.8M | 146,554 | +26.0% shares | Q3 2026 |
| Asset Allocation Strategies LLCWealth manager | 0.5% | $3.6M | 140,441 | +3.5% shares | Q3 2026 |
| Connecticut Capital Management Group, LLCWealth manager | 2.7% | $3.4M | 133,088 | -0.4% shares | Q3 2026 |
| ASL Financial, LLCWealth manager | 2.3% | $3.4M | 131,949 | +7.4% shares | Q3 2026 |
| Total Clarity Wealth Management, Inc.Wealth manager | 0.6% | $3.3M | 127,158 | +8.8% shares | Q3 2026 |
| Elm3 Financial Group, LLCWealth manager | 2.1% | $3.2M | 125,405 | -2.3% shares | Q3 2026 |
| Cadent Capital Advisors, LLCWealth manager | 0.7% | $3.0M | 119,162 | — | Q3 2026 |
| Cedar Wealth Management, LLCWealth manager | 0.6% | $2.4M | 93,809 | +0.0% shares | Q2 2026 |
| Meridian Financial Advisors, LLCWealth manager | 0.8% | $1.8M | 70,147 | +14.6% shares | Q3 2026 |
| Petix & Botte CoWealth manager | 0.3% | $1.7M | 67,878 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 4). Screen ICLO in the grand portfolio →
ICLO stock trades by members of Congress
No member of Congress has disclosed a trade in ICLO.
ICLO questions and answers
Are insiders buying ICLO stock?
No open-market insider purchases or sales of ICLO were filed in the last 90 days.
Which hedge funds own ICLO?
18 13F filers hold ICLO among their 50 largest positions, worth $96.7M combined. The biggest bets by portfolio weight are Integrity Wealth Advisors, Inc. (3.8%), Elevatus Welath Management (3.5%) and Connecticut Capital Management Group, LLC (2.7%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded ICLO?
No member of Congress has disclosed a trade in ICLO.
Who is the largest holder of ICLO?
Among 13F filers, San Luis Wealth Advisors LLC reports the largest ICLO position, $15.8M (617,972 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Integrity Wealth Advisors, Inc.'s: 3.8% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.