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Elm3 Financial Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Elm3 Financial Group’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$533K Sell
10,270
-9,872
-49% -$513K 0.44% 49
2025
Q1 		$1.04M Sell
20,142
-14,206
-41% -$736K 0.92% 27
2024
Q4 		$1.78M Buy
+34,348
New +$1.78M 1.52% 15