Kestra Advisory Services
CLOC icon

Kestra Advisory Services’s AAM Crescent CLO ETF CLOC Stock Holding History

Kestra Advisory Services’s Portfolio CLOC Stock Details CLOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$953K Buy
38,093
+19,636
+106% +$491K ﹤0.01% 1999
2026
Q2 		$460K Buy
+18,457
New +$462K ﹤0.01% 2402

Other funds holding CLOC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Kestra Advisory Services's CLOC Position: Q3 2026 in Review

Kestra Advisory Services increased its AAM Crescent CLO ETF (CLOC) stake by 106% in Q3 2026, buying an estimated $491K and bringing the position to 38,093 shares worth $953K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Kestra Advisory Services first reported a position in CLOC in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold CLOC as of Q3 2026.

  • Kestra Advisory Services held 38,093 shares of AAM Crescent CLO ETF worth $953K as of Q3 2026.
  • Kestra Advisory Services bought 19,636 AAM Crescent CLO ETF shares in Q3 2026, an estimated $491K.
  • AAM Crescent CLO ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1999 holding.
  • Kestra Advisory Services first reported a position in AAM Crescent CLO ETF in Q2 2026 and has held it in 2 quarters since.
  • 3 funds tracked by Wall St. Rank held AAM Crescent CLO ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.