Advisory Services Network’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Advisory Services Network’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	$1.02M	Buy	19,696 +9,604	+95%	+$498K	0.01%	930
2025 Q4	$522K	Sell	10,092 -88	-0.9%	-$4.56K	0.01%	1193
2025 Q3	$529K	Buy	+10,180	New	+$528K	0.01%	1165

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

Advisory Services Network's CLOA Position: Q1 2026 in Review

Advisory Services Network increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 95% in Q1 2026, buying an estimated $498K and bringing the position to 19,696 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #930.

Advisory Services Network first reported a position in CLOA in Q3 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Advisory Services Network held 19,696 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.02M as of Q1 2026.
Advisory Services Network bought 9,604 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $498K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #930 holding.
Advisory Services Network first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 3 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 Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.