Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Kovitz Investment Group Partners’s Portfolio CLOA Stock Details CLOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.87M Buy
170,870
+5,403
+3% +$281K 0.04% 334
2025
Q1 		$8.57M Buy
+165,467
New +$8.57M 0.04% 300