Superior Planning, LLC’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Superior Planning, LLC’s Portfolio CLOA Stock Details CLOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.6K	Buy	+186	New	+$9.6K	﹤0.01%	939

Other funds holding CLOA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Superior Planning, LLC's CLOA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2026: 186 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings.

197 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

Superior Planning, LLC held 186 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $9.6K as of Q3 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Superior Planning, LLC position in Q3 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #939 holding.
197 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.