iShares AAA CLO Active ETF·Financial Services

Inspirion Wealth Advisors increased its CLOA stake by 63,417 shares. The estimated transaction value was $3.3 million, based on the quarter's average price.

Adams Wealth Management sold 51,678 shares of CLOA Quarter-end position value decreased by $2.73 million, a figure reflecting both trading and market price movements Transaction represented a 0.6% change in 13F reportable AUM Post-trade holding: 193,352 shares valued at $10.00 million As of December 31, 2025, CLOA comprised 2.1% of Adams Wealth Management's reportable AUM, placing it outside the fund's top five holdings

Dividend stocks have sharply outperformed AI-related tech stocks since November 2025, reversing a multi-year trend. I see the rally in dividend ETFs like SCHD as overextended, prompting a pause in new purchases despite recent gains. AI is likely to benefit users more than makers, with sectors like banks, energy, and consumer staples positioned as early winners.

I view iShares AAA CLO Active ETF as a low-risk, income-focused holding ideal for defensive investors seeking capital preservation. CLOA's portfolio of AAA-rated, floating-rate CLOs delivers a stable 5.7% yield and strong resilience during market downturns, but offers limited upside in bull markets. The fund's short-dated maturities and lack of equity exposure minimize volatility but guarantee underperformance versus equity indices over extended periods.

O'Donnell Financial bought 131,914 shares of CLOA; trade size estimated at $6.83 million based on average quarterly pricing. Quarter-end position value rose by $6.82 million, a figure reflecting both new purchases and price changes.
The iShares AAA CLO Active ETF (the “Fund”) seeks to provide capital preservation and current income by investing principally in a portfolio composed of U.S. dollar-denominated AAA-rated collateralized loan obligations (“CLOs”).
Financial Services
Asset Management
2023-01-12
0.02
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