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

Axxcess Wealth Management’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,800
Closed -$714K – 855
2024
Q4 		$714K Sell
13,800
-8,757
-39% -$453K 0.02% 474
2024
Q3 		$1.17M Buy
22,557
+1,832
+9% +$95.2K 0.03% 358
2024
Q2 		$1.08M Buy
+20,725
New +$1.08M 0.03% 362