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Sequoia Financial Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Sequoia Financial Advisors’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$960K Buy
18,486
+8,784
+91% +$456K 0.01% 698
2025
Q1 		$502K Buy
+9,702
New +$502K ﹤0.01% 849