The iShares AAA CLO Active ETF's investment strategy targets at least an 80% allocation to U.S. dollar-denominated AAA-rated collateralized loan obligations (CLOs). The portfolio is composed primarily ...

Adams Wealth reduced its CLOA holdings by 64,583 shares in the second quarter, a transaction valued at an estimated $3.3 million. The transaction represented 0.6% of the firm's total reported holdings ...

When determining which of these two ETFs is better, the differentiator is cost.

TruWealth sold 93,960 shares of SMH in the third quarter, according to the firm's latest SEC disclosure. The transaction represented 1.4% of TruWealth Advisors’ reportable AUM for the period.