Markowski Investments’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Markowski Investments’s Portfolio BCLO Stock Details BCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$100K	Hold	2,000	–	–	0.02%	167
2026 Q2	$100K	Buy	+2,000	New	+$99.1K	0.02%	161

Other funds holding BCLO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Markowski Investments's BCLO Position: Q3 2026 in Review

Markowski Investments held its iShares BBB-B CLO Active ETF (BCLO) position steady in Q3 2026 at 2,000 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #167.

Markowski Investments first reported a position in BCLO in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BCLO as of Q3 2026.

Markowski Investments held 2,000 shares of iShares BBB-B CLO Active ETF worth $100K as of Q3 2026.
Markowski Investments left its iShares BBB-B CLO Active ETF share count unchanged in Q3 2026.
iShares BBB-B CLO Active ETF made up 0.02% of Markowski Investments's portfolio in Q3 2026, its #167 holding.
Markowski Investments first reported a position in iShares BBB-B CLO Active ETF in Q2 2026 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.