Core Insights - Adams Wealth Management sold 51,678 shares of BlackRock ETF Trust II - iShares AAA CLO Active ETF (CLOA) for an estimated value of $2.68 million during Q4 2025, resulting in a total decrease in position value of $2.73 million [1] - The sale reduced CLOA's stake from 2.7% to 2.1% of Adams Wealth Management's 13F reportable assets as of December 31, 2025 [2] ETF Overview - The iShares AAA CLO Active ETF has an Assets Under Management (AUM) of $1.58 billion and a price of $51.89 per share as of February 18, 2026, with a dividend yield of 5.27% and a 1-year total return of 5.4% [3] - The fund provides targeted access to the AAA-rated segment of the CLO market, combining active management with rigorous credit selection [4] - The fund's strategy emphasizes capital preservation and income generation through investment in high-quality structured credit instruments, primarily focusing on AAA-rated CLO tranches [5][6] Investment Implications - The iShares AAA CLO Active ETF offers exposure to senior-most tranches of collateralized loan obligations, prioritizing cash flows from underlying corporate loans, and aims for capital preservation and current income [9]

Core Viewpoint - INSPIRION Wealth Advisors, LLC has completely exited its position in the BlackRock ETF Trust II - iShares AAA CLO Active ETF, selling 435,635 shares for an estimated $22.62 million as of October 6, 2025 [2][3]. Group 1: Transaction Details - The sale of the entire position in CLOA was reported in a filing with the SEC, indicating a strategic shift in the fund's investment approach [2]. - The fund now holds no shares in CLOA, which previously represented a portion of its assets [3]. Group 2: Fund Performance and Holdings - Following the exit from CLOA, the fund's top holdings include JAAA at $100.99 million (14.1% of AUM), VYM at $55.29 million (7.7% of AUM), and VUG at $49.60 million (6.9% of AUM) [3]. - As of October 3, 2025, shares of CLOA were priced at $51.79, with a one-year total return of 0.06%, underperforming the S&P 500 by 11.8 percentage points [3]. Group 3: Company Overview - INSPIRON's investment strategy focuses on actively managing a portfolio of U.S. dollar-denominated collateralized loan obligations (CLOs) rated AAA or equivalent, aiming for high credit quality and income [5]. - The fund is structured as a non-diversified ETF, emphasizing income generation and credit quality through investments in AAA-rated CLO securities [6]. Group 4: Historical Performance - Over the past five years, INSPIRON's portfolio holdings have increased by 146%, from $291 million in Q3 2020 to $715 million by the end of Q3 2025, significantly outperforming the S&P 500, which rose by 99% during the same period [7].

Group 1 - iShares AAA CLO Active ETF (CLOA) presents an attractive opportunity for investors seeking exposure to AAA CLOs through an actively managed fund [1] - Janus Henderson AAA CLO is mentioned as a relevant comparison in the context of investment opportunities in the AAA CLO market [1] Group 2 - The article emphasizes the importance of informed decision-making in finance and aims to share insights and analysis with a global audience [1]