Adams Wealth Sells Almost 65,000 Shares of CLOA — Implications for This High-Yield ETF
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 25 2025
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Source: NASDAQ.COM
Adams Wealth Management's Transaction: Adams Wealth reduced its holdings in the iShares AAA CLO Active ETF (CLOA) by 64,583 shares, valued at approximately $3.3 million, representing 0.6% of its total holdings as of June 30.
CLOA's Performance and Positioning: Despite the reduction, CLOA still constitutes about 2.6% of Adams' portfolio, offering a steady dividend yield of 5.61%, although its total return has lagged behind the S&P 500 this year.
Analyst Views on CLOA
Wall Street analysts forecast CLOA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CLOA is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 51.945
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Current: 51.945
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
