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Heritage Wealth Management (Arizona)’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$926K Buy
+17,829
New +$923K 0.51% 45

Other funds holding CLOA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CLOA Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2024: 17,829 shares worth $926K. The stake represents 0.51% of the portfolio and ranks #45 among its holdings.

77 funds tracked by Wall St. Rank hold CLOA as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 17,829 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $926K as of Q2 2024.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Heritage Wealth Management (Arizona) position in Q2 2024.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.51% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #45 holding.
  • 77 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.