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

Advocacy Wealth Management Services’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	$54.6M	Buy	1,053,787 +312,308	+42%	+$16.2M	2.42%	10
2025 Q4	$38.4M	Buy	741,479 +73,484	+11%	+$3.81M	1.61%	20
2025 Q3	$34.7M	Buy	667,995 +141,810	+27%	+$7.35M	1.51%	20
2025 Q2	$27.3M	Buy	526,185 +37,492	+8%	+$1.94M	1.68%	23
2025 Q1	$25.3M	Buy	+488,693	New	+$25.3M	1.72%	20

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

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

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Advocacy Wealth Management Services's CLOA Position: Q1 2026 in Review

Advocacy Wealth Management Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 42% in Q1 2026, buying an estimated $16.2M and bringing the position to 1,053,787 shares worth $54.6M. The position accounts for 2.42% of the portfolio, ranked #10.

Advocacy Wealth Management Services first reported a position in CLOA in Q1 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Advocacy Wealth Management Services held 1,053,787 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $54.6M as of Q1 2026.
Advocacy Wealth Management Services bought 312,308 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $16.2M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 2.42% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #10 holding.
Advocacy Wealth Management Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 5 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 Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.