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Allworth Financial’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Allworth Financial’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 		$5.71K Hold
110
– – ﹤0.01% 4048
2026
Q1 		$5.7K Hold
110
– – ﹤0.01% 3881
2025
Q4 		$5.69K Hold
110
– – ﹤0.01% 3628
2025
Q3 		$5.72K Buy
+110
New +$5.7K ﹤0.01% 3476

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Allworth Financial's CLOA Position: Q2 2026 in Review

Allworth Financial held its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) position steady in Q2 2026 at 110 shares worth $5.71K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

Allworth Financial first reported a position in CLOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.72K in Q3 2025. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Allworth Financial held 110 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $5.71K as of Q2 2026.
  • Allworth Financial left its BlackRock ETF Trust II iShares AAA CLO Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4048 holding.
  • Allworth Financial 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.
  • Allworth Financial's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $5.72K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.