Great Valley Advisor Group
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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
Q2 		– Sell
-29,320
Closed -$1.48M – 1101
2026
Q1 		$1.48M Buy
+29,320
New +$1.48M 0.03% 441

Other funds holding ACLO

TCW Group
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Syon Capital
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nottingham Advisors
Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Community Bank
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return

Great Valley Advisor Group's ACLO Position: Q2 2026 in Review

Great Valley Advisor Group sold out of TCW AAA CLO ETF (ACLO) in Q2 2026, closing a stake of 29,320 shares — an estimated $1.48M sold.

Great Valley Advisor Group first reported a position in ACLO in Q1 2026 and held it in 1 quarter. The position peaked at $1.48M in Q1 2026. 13 funds tracked by Wall St. Rank hold ACLO as of Q2 2026.

  • Great Valley Advisor Group reported no remaining TCW AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Great Valley Advisor Group sold 29,320 TCW AAA CLO ETF shares in Q2 2026, an estimated $1.48M.
  • Great Valley Advisor Group first reported a position in TCW AAA CLO ETF in Q1 2026 and held it in 1 quarter.
  • Great Valley Advisor Group's TCW AAA CLO ETF position peaked at $1.48M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held TCW AAA CLO ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.