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

Atria Wealth Solutions’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
2025
Q2 		$385K Sell
7,411
-3,915
-35% -$202K 0.01% 1044
2025
Q1 		$586K Sell
11,326
-12,146
-52% -$630K 0.01% 1128
2024
Q4 		$1.22M Sell
23,472
-5,621
-19% -$291K 0.01% 854
2024
Q3 		$1.51M Buy
29,093
+10,353
+55% +$537K 0.02% 748
2024
Q2 		$973K Buy
+18,740
New +$970K 0.01% 910

Other funds holding CLOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Atria Wealth Solutions's CLOA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 35% in Q2 2025, selling an estimated $202K and leaving 7,411 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #1044.

Atria Wealth Solutions first reported a position in CLOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.51M in Q3 2024. 126 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • Atria Wealth Solutions held 7,411 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $385K as of Q2 2025.
  • Atria Wealth Solutions sold 3,915 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $202K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1044 holding.
  • Atria Wealth Solutions first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 5 quarters since.
  • Atria Wealth Solutions's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.51M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.