Adams Wealth Management Trims iShares AAA CLO Active ETF Holding, According to Recent SEC Filing
Source: Motley Fool
2026-03-19 12:58:17 ET
According to a February 17, 2026, SEC filing , Adams Wealth Management sold 51,678 shares of BlackRock ETF Trust II - iShares AAA CLO Active ETF (NASDAQ:CLOA) during the fourth quarter of 2025. The estimated value of the transaction was $2.68 million, calculated using the average closing price for the quarter. The fund’s quarter-end position in CLOA was valued at $10.00 million, reflecting a total decrease in position value of $2.73 million, which includes both share sales and price changes.
This sale reduced the CLOA stake from 2.7% to 2.1% of Adams Wealth Management’s 13F reportable assets as of December 31, 2025.
Top holdings after the filing:
BlackRock AAA CLO ETF
NASDAQ: CLOA
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March 19, 2026 12:58:17 pm
Adams Wealth Management Trims iShares AAA CLO Active ETF Holding, According to Recent SEC Filing
