B.O.S.S. Retirement Advisors, LLC ICLO Holdings History
B.O.S.S. Retirement Advisors, LLC's Invesco AAA CLO Floating Rate Note ETF Holding Summary
As of 2025-03-31, B.O.S.S. Retirement Advisors, LLC held 292,027.00 shares of Invesco AAA CLO Floating Rate Note ETF(ICLO), totaling $7.44 Mil. This investment constitutes 2.16% of their stock portfolio, and B.O.S.S. Retirement Advisors, LLC now holds 2.4% of the outstanding Invesco AAA CLO Floating Rate Note ETF(ICLO) stock.
The initial trade took place in 2024Q4. And since then B.O.S.S. Retirement Advisors, LLC has made 1 purchases of ICLO, at an average price of $25.66, for a total of 313,373.00 shares. In addition, there have been 1 sales at an average price of $25.62 for 21,346.00 shares. Based on historical transaction data and ICLO's current price of $25.65, B.O.S.S. Retirement Advisors, LLC's estimated gain on his ICLO holdings is $-3,774.11, reflecting a -0.05% gain to date.
B.O.S.S. Retirement Advisors, LLC ICLO ($25.65) Holding Chart
B.O.S.S. Retirement Advisors, LLC ICLO ($25.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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