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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
Q2 		$2.18K Buy
+42
New +$2.18K ﹤0.01% 435

Other funds holding CLOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atwood & Palmer's CLOA Position: Q2 2026 in Review

Atwood & Palmer opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 42 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #435 among its holdings.

143 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Atwood & Palmer held 42 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.18K as of Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Atwood & Palmer position in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #435 holding.
  • 143 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.