Blue Jean Financial
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Blue Jean Financial’s TCW AAA CLO ETF ACLO Stock Holding History

Blue Jean Financial’s Portfolio ACLO Stock Details ACLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.77M Buy
+34,964
New +$1.76M 1.09% 40

Other funds holding ACLO

TCW Group
TCW Group Los Angeles, California $13B AUM 38.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Community Bank
Community Bank Dewitt, New York $933M AUM 24.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Blue Jean Financial's ACLO Position: Q3 2026 in Review

Blue Jean Financial opened a new position in TCW AAA CLO ETF (ACLO) in Q3 2026: 34,964 shares worth $1.77M. The stake represents 1.09% of the portfolio and ranks #40 among its holdings.

11 funds tracked by Wall St. Rank hold ACLO as of Q3 2026.

  • Blue Jean Financial held 34,964 shares of TCW AAA CLO ETF worth $1.77M as of Q3 2026.
  • TCW AAA CLO ETF was a new Blue Jean Financial position in Q3 2026.
  • TCW AAA CLO ETF made up 1.09% of Blue Jean Financial's portfolio in Q3 2026, its #40 holding.
  • 11 funds tracked by Wall St. Rank held TCW AAA CLO ETF as of Q3 2026.

Based on Blue Jean Financial's 13F filing for Q3 2026, filed 20 Oct 2026.