WWM
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WJ Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

WJ Wealth Management’s Portfolio CLOA Stock Details CLOA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-384,983
Closed -$19.9M – 102
2025
Q1 		$19.9M Buy
384,983
+276,672
+255% +$14.3M 7.05% 2
2024
Q4 		$5.61M Buy
+108,311
New +$5.61M 1.93% 15