Wealth Enhancement Advisory Services’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BCLO Stock Details BCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$750K	Hold	15,160	–	–	﹤0.01%	2316
2026 Q1	$743K	Hold	15,160	–	–	﹤0.01%	2019
2025 Q4	$754K	Hold	15,160	–	–	﹤0.01%	2155
2025 Q3	$757K	Hold	15,160	–	–	﹤0.01%	2045
2025 Q2	$753K	Buy	15,160 +7,621	+101%	+$376K	﹤0.01%	1918
2025 Q1	$375K	Buy	+7,539	New	+$378K	﹤0.01%	2261

Other funds holding BCLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Markowski Investments Tampa, Florida $454M AUM

Wealth Enhancement Advisory Services's BCLO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its iShares BBB-B CLO Active ETF (BCLO) position steady in Q2 2026 at 15,160 shares worth $750K. The position accounts for ﹤0.01% of the portfolio, ranked #2316.

Wealth Enhancement Advisory Services first reported a position in BCLO in Q1 2025 and has held it in 6 quarters since. The position peaked at $757K in Q3 2025. 12 funds tracked by Wall St. Rank hold BCLO as of Q2 2026.

Wealth Enhancement Advisory Services held 15,160 shares of iShares BBB-B CLO Active ETF worth $750K as of Q2 2026.
Wealth Enhancement Advisory Services left its iShares BBB-B CLO Active ETF share count unchanged in Q2 2026.
iShares BBB-B CLO Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2316 holding.
Wealth Enhancement Advisory Services first reported a position in iShares BBB-B CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's iShares BBB-B CLO Active ETF position peaked at $757K in Q3 2025.
12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.