AWM
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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,800
Closed -$714K – 855
2024
Q4 		$714K Sell
13,800
-8,757
-39% -$454K 0.02% 475
2024
Q3 		$1.17M Buy
22,557
+1,832
+9% +$95K 0.03% 359
2024
Q2 		$1.08M Buy
+20,725
New +$1.07M 0.03% 363

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
WWM
WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
LPFG
Landing Point Financial Group Avon, Ohio $206M AUM 15.97% 1-Year Est. Return

Axxcess Wealth Management's CLOA Position: Q1 2025 in Review

Axxcess Wealth Management sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2025, closing a stake of 13,800 shares — an estimated $714K sold.

Axxcess Wealth Management first reported a position in CLOA in Q2 2024 and held it in 3 quarters. The position peaked at $1.17M in Q3 2024. 103 funds tracked by Wall St. Rank hold CLOA as of Q1 2025.

  • Axxcess Wealth Management reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,800 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2025, an estimated $714K.
  • Axxcess Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.17M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.