GVAG
ACLO

Great Valley Advisor Group’s TCW AAA CLO ETF ACLO Stock Holding History

Great Valley Advisor Group’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
Q1 		$1.48M Buy
+29,320
New +$1.48M 0.03% 441

Other funds holding ACLO

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

Great Valley Advisor Group's ACLO Position: Q1 2026 in Review

Great Valley Advisor Group opened a new position in TCW AAA CLO ETF (ACLO) in Q1 2026: 29,320 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #441 among its holdings.

7 funds tracked by Wall St. Rank hold ACLO as of Q1 2026.

  • Great Valley Advisor Group held 29,320 shares of TCW AAA CLO ETF worth $1.48M as of Q1 2026.
  • TCW AAA CLO ETF was a new Great Valley Advisor Group position in Q1 2026.
  • TCW AAA CLO ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #441 holding.
  • 7 funds tracked by Wall St. Rank held TCW AAA CLO ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.