Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Wealth Enhancement Advisory Services’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	$990K	Sell	19,136 -444	-2%	-$23K	﹤0.01%	1805
2025 Q4	$1.01M	Buy	19,580 +886	+5%	+$45.9K	﹤0.01%	1952
2025 Q3	$968K	Buy	18,694 +1,159	+7%	+$60.1K	﹤0.01%	1891
2025 Q2	$908K	Buy	17,535 +2,142	+14%	+$111K	﹤0.01%	1814
2025 Q1	$797K	Buy	15,393 +7,438	+94%	+$386K	﹤0.01%	1730
2024 Q4	$412K	Hold	7,955	–	–	﹤0.01%	2131
2024 Q3	$413K	Hold	7,955	–	–	﹤0.01%	1957
2024 Q2	$413K	Buy	7,955 +775	+11%	+$40.1K	﹤0.01%	1757
2024 Q1	$371K	Buy	7,180 +1,000	+16%	+$51.6K	﹤0.01%	1770
2023 Q4	$317K	Buy	+6,180	New	+$316K	﹤0.01%	1778

Other funds holding CLOA

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

Envestnet Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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