AAA
Alternative Access First Priority CLO Bond ETF
INVESTMENT MANAGERS SERIES TRUST II
ETF

Portfolio concentration

As of March 31, 2026 · N-PORT
Holdings
33
Top-10 weight
47.34%
Effective holdings ?
27
Crowding ?
8.3

Holdings

As of March 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Fortress Credit BSL XXIII Ltd., Series 2025-2A, Class A FCBSL 2,000,000 $2.00M 4.73%
2 FCBSL 2024-4A A FCBSL 2,000,000 $2.00M 4.73%
3 AMMC CLO 31 Ltd AMMC 2,000,000 $2.00M 4.73%
4 Apidos CLO XXXIX Ltd., Series 2022-39A, Class A1R APID 2,000,000 $2.00M 4.72%
5 CEDF 2017-8A ARR CEDF 2,000,000 $2.00M 4.72%
6 Voya CLO Ltd., Series 2021-2A, Class A1R VOYA 2,000,000 $2.00M 4.72%
7 Magnetite XXXIV Ltd MAGNE 2,000,000 $2.00M 4.71%
8 LCM 40 Ltd., Series 40A, Class A1R LCM 1,500,000 $1.50M 3.55%
9 SPCLO 2024-7A A1 SPCLO 1,500,000 $1.50M 3.55%
10 TRNTS 2024-30A A1 TRNTS 1,500,000 $1.50M 3.55%
11 BCC 2025-1A A1 BCC 1,500,000 $1.50M 3.54%
12 BlueMountain CLO XXV Ltd., Series 2019-25A, Class A1RR BLUEM 1,400,000 $1.40M 3.31%
13 CARVL 2022-2A A1R CARVL 1,000,000 $1.00M 2.36%
14 Harvest US CLO 2024-2 Ltd HARUS 1,000,000 $1.00M 2.36%
15 CIFC FUNDING 2019-VI LTD A1R TSFR3M+145 07/16/2037 144A CIFC 1,000,000 $1.00M 2.36%
16 Octagon Investment Partners 29 Ltd., Series 2016-1A, Class A1R2 OCT29 1,000,000 $1.00M 2.36%
17 CARVL 2024-3A A1 CARVL 1,000,000 $1.00M 2.36%
18 AGL Core CLO 4 Ltd., Series 2020-4A, Class AR2 AGL 1,000,000 $1.00M 2.36%
19 CEDF 2018-9A AR CEDF 1,000,000 $1.00M 2.36%
20 Neuberger Berman Loan Advisers CLO Ltd., Series 2020-39A, Class A1R NEUB 1,000,000 $1.00M 2.36%
21 Venture 46 CLO Ltd., Series 2022-46A, Class A1R VENTR 1,000,000 $1.00M 2.36%
22 ROCKT 2024-1A A1 ROCKT 1,000,000 $1.00M 2.36%
23 WELLFLEET CLO 2024-1 LTD SER 2024-1A CL A1 V/R REGD 144A P/P 5.47444000 WELF 1,000,000 $1.00M 2.36%
24 Sound Point CLO XXIII, Series 2019-2A, Class AR SNDPT 1,000,000 $1.00M 2.36%
25 KLLM 9A AR KLLM 1,000,000 $1.00M 2.36%
26 Octagon Investment Partners 47 Ltd OCT47 1,000,000 $1.00M 2.36%
27 MLFPK 2022-1A AR MLFPK 1,000,000 $998.37K 2.36%
28 LCM 32 Ltd LCM 900,000 $900.44K 2.13%
29 MP CLO VIII Ltd MP8 750,000 $750.53K 1.77%
30 BlueMountain CLO XXIV Ltd BLUEM 470,000 $470.19K 1.11%
31 ROCKT 2021-1A A1 ROCKT 300,000 $300.21K 0.71%
32 CBAM Ltd., Series 2017-2A, Class AR CBAM 250,000 $250.17K 0.59%
33 Shackleton 2013-IV-R CLO Ltd SHECOL 1,084 $1.08K 0.00%

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