Able Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Able Wealth Management’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 Q1	$365K	Buy	+7,034	New	+$365K	0.1%	92
2025 Q4	–	Sell	-4,330	Closed	-$225K	–	118
2025 Q3	$225K	Buy	+4,330	New	+$225K	0.08%	97

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Able Wealth Management's CLOA Position: Q1 2026 in Review

Able Wealth Management opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026: 7,034 shares worth $365K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in CLOA as recently as Q3 2025.

Able Wealth Management first reported a position in CLOA in Q3 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Able Wealth Management held 7,034 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $365K as of Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Able Wealth Management position in Q1 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.1% of Able Wealth Management's portfolio in Q1 2026, its #92 holding.
Able Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 2 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.