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

ATX Financial Planning’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 		$6M Buy
115,525
+23,866
+26% +$1.24M 3.97% 8
2026
Q1 		$4.75M Buy
91,659
+65,122
+245% +$3.38M 3.61% 9
2025
Q4 		$1.37M Buy
+26,537
New +$1.37M 1.06% 28

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

ATX Financial Planning's CLOA Position: Q2 2026 in Review

ATX Financial Planning increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 26% in Q2 2026, buying an estimated $1.24M and bringing the position to 115,525 shares worth $6M. The position accounts for 3.97% of the portfolio, ranked #8.

ATX Financial Planning first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • ATX Financial Planning held 115,525 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $6M as of Q2 2026.
  • ATX Financial Planning bought 23,866 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $1.24M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 3.97% of ATX Financial Planning's portfolio in Q2 2026, its #8 holding.
  • ATX Financial Planning first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.