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 Q2	$57.1M	Buy	1,099,924 +46,137	+4%	+$2.39M	2.07%	14
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

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

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Advocacy Wealth Management Services's CLOA Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 4.4% in Q2 2026, buying an estimated $2.39M and bringing the position to 1,099,924 shares worth $57.1M. The position accounts for 2.07% of the portfolio, ranked #14.

Advocacy Wealth Management Services first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Advocacy Wealth Management Services held 1,099,924 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $57.1M as of Q2 2026.
Advocacy Wealth Management Services bought 46,137 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.39M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 2.07% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #14 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 6 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.