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Avantra Family Wealth’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Avantra Family Wealth’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 		$734K Buy
+14,134
New +$733K 0.47% 63

Other funds holding CLOA

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
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Avantra Family Wealth's CLOA Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 14,134 shares worth $734K. The stake represents 0.47% of the portfolio and ranks #63 among its holdings.

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

  • Avantra Family Wealth held 14,134 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $734K as of Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Avantra Family Wealth position in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.47% of Avantra Family Wealth's portfolio in Q2 2026, its #63 holding.
  • 97 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.