Atria Wealth Solutions’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$385K Sell
7,411
-3,915
-35% -$203K 0.01% 1043
2025
Q1
$586K Sell
11,326
-12,146
-52% -$629K 0.01% 1121
2024
Q4
$1.22M Sell
23,472
-5,621
-19% -$291K 0.01% 849
2024
Q3
$1.51M Buy
29,093
+10,353
+55% +$538K 0.02% 744
2024
Q2
$973K Buy
+18,740
New +$973K 0.01% 903