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 Q2	$973K	Sell	18,753 -943	-5%	-$48.9K	0.01%	1032
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

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Advisory Services Network's CLOA Position: Q2 2026 in Review

Advisory Services Network reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 4.8% in Q2 2026, selling an estimated $48.9K and leaving 18,753 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #1032.

Advisory Services Network first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Advisory Services Network held 18,753 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $973K as of Q2 2026.
Advisory Services Network sold 943 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $48.9K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1032 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 4 quarters since.
Advisory Services Network's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.02M in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.