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 Q3	$753K	Hold	15,160	–	–	﹤0.01%	2415
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 $6.79T AUM 37.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Elequin Capital New York $1.47B AUM 5.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's BCLO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services held its iShares BBB-B CLO Active ETF (BCLO) position steady in Q3 2026 at 15,160 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #2415.

Wealth Enhancement Advisory Services first reported a position in BCLO in Q1 2025 and has held it in 7 quarters since. The position peaked at $757K in Q3 2025. 9 funds tracked by Wall St. Rank hold BCLO as of Q3 2026.

Wealth Enhancement Advisory Services held 15,160 shares of iShares BBB-B CLO Active ETF worth $753K as of Q3 2026.
Wealth Enhancement Advisory Services left its iShares BBB-B CLO Active ETF share count unchanged in Q3 2026.
iShares BBB-B CLO Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2415 holding.
Wealth Enhancement Advisory Services first reported a position in iShares BBB-B CLO Active ETF in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's iShares BBB-B CLO Active ETF position peaked at $757K in Q3 2025.
9 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.