LPL Financial’s AAM Crescent CLO ETF CLOC Stock Holding History

LPL Financial’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 Q2	$853K	Buy	+34,192	New	+$855K	﹤0.01%	4549

Other funds holding CLOC

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's CLOC Position: Q2 2026 in Review

LPL Financial opened a new position in AAM Crescent CLO ETF (CLOC) in Q2 2026: 34,192 shares worth $853K. The stake represents ﹤0.01% of the portfolio and ranks #4549 among its holdings.

6 funds tracked by Wall St. Rank hold CLOC as of Q2 2026.

LPL Financial held 34,192 shares of AAM Crescent CLO ETF worth $853K as of Q2 2026.
AAM Crescent CLO ETF was a new LPL Financial position in Q2 2026.
AAM Crescent CLO ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4549 holding.
6 funds tracked by Wall St. Rank held AAM Crescent CLO ETF as of Q2 2026.

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