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

Base Wealth Management’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 		$3.3M Buy
+63,600
New +$3.3M 1.47% 18

Other funds holding CLOA

Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return
August Group Capital
August Group Capital Toronto $98M AUM 27.14% 1-Year Est. Return

Base Wealth Management's CLOA Position: Q3 2026 in Review

Base Wealth Management opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2026: 63,600 shares worth $3.3M. The stake represents 1.47% of the portfolio and ranks #18 among its holdings.

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

  • Base Wealth Management held 63,600 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $3.3M as of Q3 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Base Wealth Management position in Q3 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 1.47% of Base Wealth Management's portfolio in Q3 2026, its #18 holding.
  • 50 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.