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

Balance 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 Q3	$152K	Buy	+2,927	New	+$152K	0.04%	189

Other funds holding CLOA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Balance Wealth's CLOA Position: Q3 2026 in Review

Balance Wealth opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2026: 2,927 shares worth $152K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings.

150 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

Balance Wealth held 2,927 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $152K as of Q3 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Balance Wealth position in Q3 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #189 holding.
150 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.