Optivise Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$857K	Buy	16,509 +120	+0.7%	+$6.23K	0.44%	61
2025 Q1	$849K	Buy	16,389 +5,836	+55%	+$302K	0.48%	53
2024 Q4	$546K	Buy	10,553 +5,925	+128%	+$307K	0.29%	82
2024 Q3	$240K	Buy	+4,628	New	+$240K	0.13%	146