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Atria Investments’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-5,119
Closed -$266K – 1871
2024
Q3 		$266K Buy
5,119
+293
+6% +$15.2K ﹤0.01% 1674
2024
Q2 		$251K Buy
+4,826
New +$250K ﹤0.01% 1691

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's CLOA Position: Q4 2024 in Review

Atria Investments sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2024, closing a stake of 5,119 shares — an estimated $266K sold.

Atria Investments first reported a position in CLOA in Q2 2024 and held it in 2 quarters. The position peaked at $266K in Q3 2024. 84 funds tracked by Wall St. Rank hold CLOA as of Q4 2024.

  • Atria Investments reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 5,119 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2024, an estimated $266K.
  • Atria Investments first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $266K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.