KWM
CLOA icon

Kingsview Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Kingsview Wealth Management’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
19,769
+3,153
+19% +$164K 0.02% 584
2025
Q1 		$860K Sell
16,616
-2,712
-14% -$140K 0.02% 586
2024
Q4 		$1M Buy
19,328
+12,998
+205% +$673K 0.02% 548
2024
Q3 		$329K Buy
+6,330
New +$329K 0.01% 853