Toews Corporation’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Toews Corporation’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Sell	40,500 -3,000	-7%	-$155K	0.81%	5
2025 Q4	$2.25M	Sell	43,500 -2,000	-4%	-$104K	0.33%	13
2025 Q3	$2.36M	Sell	45,500 -2,700	-6%	-$140K	0.34%	13
2025 Q2	$2.5M	Buy	48,200 +600	+1%	+$31K	0.36%	13
2025 Q1	$2.46M	Buy	47,600 +10,600	+29%	+$549K	1.09%	7
2024 Q4	$1.92M	Hold	37,000	–	–	1.14%	3
2024 Q3	$1.92M	Sell	37,000 -1,500	-4%	-$77.8K	0.26%	14
2024 Q2	$2M	Sell	38,500 -3,300	-8%	-$171K	0.33%	13
2024 Q1	$2.16M	Buy	+41,800	New	+$2.16M	0.38%	14

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Toews Corporation's CLOA Position: Q1 2026 in Review

Toews Corporation reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 6.9% in Q1 2026, selling an estimated $155K and leaving 40,500 shares worth $2.1M. The position accounts for 0.81% of the portfolio, ranked #5.

Toews Corporation first reported a position in CLOA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.5M in Q2 2025. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Toews Corporation held 40,500 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.1M as of Q1 2026.
Toews Corporation sold 3,000 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $155K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.81% of Toews Corporation's portfolio in Q1 2026, its #5 holding.
Toews Corporation first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2024 and has held it in 9 quarters since.
Toews Corporation's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $2.5M in Q2 2025.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Toews Corporation's 13F filing for Q1 2026, filed 4 May 2026.