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AE Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

AE Wealth Management’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.8M Buy
188,762
+41,302
+28% +$2.14M 0.07% 251
2025
Q1 		$7.64M Buy
147,460
+17,761
+14% +$920K 0.06% 274
2024
Q4 		$6.71M Buy
+129,699
New +$6.71M 0.06% 291