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Atwood & Palmer’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-42
Closed -$2.18K – 503
2026
Q2 		$2.18K Buy
+42
New +$2.18K ﹤0.01% 435

Other funds holding CLOA

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Atwood & Palmer's CLOA Position: Q3 2026 in Review

Atwood & Palmer sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2026, closing a stake of 42 shares — an estimated $2.18K sold.

Atwood & Palmer first reported a position in CLOA in Q2 2026 and held it in 1 quarter. The position peaked at $2.18K in Q2 2026. 8 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Atwood & Palmer reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 42 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $2.18K.
  • Atwood & Palmer first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2026 and held it in 1 quarter.
  • Atwood & Palmer's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $2.18K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.