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Voisard Asset Management Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Voisard Asset Management Group’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
2024
Q4 		– Sell
-194
Closed -$10.1K – 176
2024
Q3 		$10.1K Buy
+194
New +$10.1K ﹤0.01% 301

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Voisard Asset Management Group's CLOA Position: Q4 2024 in Review

Voisard Asset Management Group sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2024, closing a stake of 194 shares — an estimated $10.1K sold.

Voisard Asset Management Group first reported a position in CLOA in Q3 2024 and held it in 1 quarter. The position peaked at $10.1K in Q3 2024. 84 funds tracked by Wall St. Rank hold CLOA as of Q4 2024.

  • Voisard Asset Management Group reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 194 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2024, an estimated $10.1K.
  • Voisard Asset Management Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $10.1K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.