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Triad Wealth Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Triad Wealth Partners’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1M Buy
19,354
+11,051
+133% +$574K 0.2% 87
2025
Q1 		$430K Sell
8,303
-871
-9% -$45.1K 0.13% 117
2024
Q4 		$475K Buy
+9,174
New +$475K 0.17% 92