Should ETF Investors Consider CLOs? Inspirion Opens $25 Million CLOA Position

According to a caller SEC filing dated Jan. 8, 2026, Inspirion Wealth Advisors established a caller presumption successful BlackRock ETF Trust II - iShares AAA CLO Active ETF (NASDAQ:CLOA), acquiring 499,926 shares. The estimated transaction worth was $25.87 million, calculated utilizing the mean terms during the filing quarter.

• This is simply a caller position, present accounting for 3.17% of Inspirion Wealth Advisors' reportable assets nether management.

• Top holdings aft the filing:

  • Vanguard High Dividend Yield Index Fund ETF: $71.95 cardinal (8.8% of AUM)

  • Vanguard Growth Index Fund ETF: $69.14 cardinal (8.5% of AUM)

  • Janus Henderson AAA CLO ETF: $68.77 cardinal (8.4% of AUM)

  • Capital Group International Focus Equity ETF: $55.86 cardinal (6.8% of AUM)

  • Vanguard Mid-Cap Value Index Fund ETF: $47.99 cardinal (5.9% of AUM)

• As of Jan. 8, 2026, shares were priced astatine $51.80, up 5.4% connected a full instrumentality ground implicit the past year, underperforming the S&P 500 by 13.76 percent points.

• The money reported a 5.35% annualized dividend output arsenic of Jan. 9, 2026.

• Investment strategy focuses connected actively managing a portfolio of U.S. dollar-denominated collateralized indebtedness obligations (CLOs) rated AAA oregon equivalent, seeking to supply high-quality recognition vulnerability and income generation.

• Underlying holdings dwell chiefly of AAA-rated CLO tranches, with the money maintaining astatine slightest 80% allocation to these securities; the portfolio is non-diversified and whitethorn see CLOs of immoderate maturity.

• The money operates arsenic an exchange-traded money (ETF) structure.

iShares AAA CLO Active ETF (CLOA) provides organization and retail investors with entree to a portfolio of high-quality, AAA-rated CLO securities. The money leverages BlackRock's expertise successful recognition markets to actively prime and negociate CLO exposures, aiming to present charismatic income portion maintaining a beardown recognition profile. Its strategy is designed to entreaty to investors seeking enhanced output with a absorption connected main preservation and liquidity wrong the structured recognition space.

Collateralized indebtedness obligations (CLOs) are pools of firm loans from mean and ample businesses. Investing successful a CLO exchange-traded money means you get entree to respective -- successful CLOA's case, 355 -- CLOs that you tin bargain and merchantability similar you would a stock of a company's stock.