LPL Financial
ACLO

LPL Financial’s TCW AAA CLO ETF ACLO Stock Holding History

LPL Financial’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 		$1.72M Buy
33,992
+4,596
+16% +$232K ﹤0.01% 3915
2026
Q1 		$1.48M Buy
29,396
+10,190
+53% +$514K ﹤0.01% 3797
2025
Q4 		$966K Buy
+19,206
New +$967K ﹤0.01% 4107

Other funds holding ACLO

TG
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 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 $83.7B AUM 27.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
CB
Community Bank Dewitt, New York $926M AUM 31.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial's ACLO Position: Q2 2026 in Review

LPL Financial increased its TCW AAA CLO ETF (ACLO) stake by 16% in Q2 2026, buying an estimated $232K and bringing the position to 33,992 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

LPL Financial first reported a position in ACLO in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold ACLO as of Q2 2026.

  • LPL Financial held 33,992 shares of TCW AAA CLO ETF worth $1.72M as of Q2 2026.
  • LPL Financial bought 4,596 TCW AAA CLO ETF shares in Q2 2026, an estimated $232K.
  • TCW AAA CLO ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3915 holding.
  • LPL Financial first reported a position in TCW AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held TCW AAA CLO ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.