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
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 $13.3B AUM 34.44% 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 $1.99B AUM 22.67% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return

LPL Financial's ACLO Position: Q1 2026 in Review

LPL Financial increased its TCW AAA CLO ETF (ACLO) stake by 53% in Q1 2026, buying an estimated $514K and bringing the position to 29,396 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3797.

LPL Financial first reported a position in ACLO in Q4 2025 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold ACLO as of Q1 2026.

  • LPL Financial held 29,396 shares of TCW AAA CLO ETF worth $1.48M as of Q1 2026.
  • LPL Financial bought 10,190 TCW AAA CLO ETF shares in Q1 2026, an estimated $514K.
  • TCW AAA CLO ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3797 holding.
  • LPL Financial first reported a position in TCW AAA CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held TCW AAA CLO ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.