AE Wealth Management’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

AE Wealth Management’s Portfolio BCLO Stock Details BCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$49K	Buy	+1,000	New	+$49.4K	﹤0.01%	1960

Other funds holding BCLO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's BCLO Position: Q1 2026 in Review

AE Wealth Management opened a new position in iShares BBB-B CLO Active ETF (BCLO) in Q1 2026: 1,000 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1960 among its holdings.

12 funds tracked by Wall St. Rank hold BCLO as of Q1 2026.

AE Wealth Management held 1,000 shares of iShares BBB-B CLO Active ETF worth $49K as of Q1 2026.
iShares BBB-B CLO Active ETF was a new AE Wealth Management position in Q1 2026.
iShares BBB-B CLO Active ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1960 holding.
12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.