Advisor Resource Council
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Advisor Resource Council’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Advisor Resource Council’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 		$236K Buy
+4,548
New +$236K 0.08% 220

Other funds holding CLOA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Cannon Capital Management
Cannon Capital Management Salt Lake City, Utah $143M AUM 13.35% 1-Year Est. Return

Advisor Resource Council's CLOA Position: Q3 2026 in Review

Advisor Resource Council opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2026: 4,548 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #220 among its holdings.

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

  • Advisor Resource Council held 4,548 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $236K as of Q3 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Advisor Resource Council position in Q3 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.08% of Advisor Resource Council's portfolio in Q3 2026, its #220 holding.
  • 135 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.