CLOA — ISHARES AAA CLO ACTIVE ETF

Ownership history in KICKSTAND VENTURES, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which KICKSTAND VENTURES, LLC. reported a position in ISHARES AAA CLO ACTIVE ETF (CLOA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.44% (2025 Q1)
Avg. % of fund
1.39%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 127,331 +4,848 +4.0% 1.39% $6.6M $51.35
2025 Q3 ADDED 122,483 +11,926 +10.8% 1.40% $6.4M $50.68
2025 Q2 ADDED 110,557 +2,355 +2.2% 1.34% $5.7M $49.98
2025 Q1 INITIATED 108,202 — — 1.44% $5.6M $49.15
% of Fund (quarterly)    CLOA price (monthly, adj. close)

Other funds also holding CLOA

As of 2025 Q4 — sorted by position size

Cannon Capital Management, Inc. 6.14% Cascade Wealth Advisors, Inc 5.43% Ferguson Shapiro LLC 3Y 3.76% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 3.17% ODonnell Financial Services, LLC 3Y 2.47% DRIVE WEALTH MANAGEMENT, LLC 3Y 2.21% Adams Wealth Management 3Y 2.13% CacheTech Inc. 2.1% Advocacy Wealth Management, LLC 3Y 7Y 1.61% Goldstone Financial Group, LLC 1.52%
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