BOS Asset Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

BOS Asset 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 Q2	–	Sell	-19,337	Closed	-$1M	–	207
2026 Q1	$1M	Hold	19,337	–	–	0.26%	72
2025 Q4	$1M	Buy	19,337 +4,852	+33%	+$251K	0.27%	68
2025 Q3	$753K	Hold	14,485	–	–	0.21%	86
2025 Q2	$752K	Hold	14,485	–	–	0.24%	76
2025 Q1	$750K	Buy	+14,485	New	+$751K	0.26%	73

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

BOS Asset Management's CLOA Position: Q2 2026 in Review

BOS Asset Management sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026, closing a stake of 19,337 shares — an estimated $1M sold.

BOS Asset Management first reported a position in CLOA in Q1 2025 and held it in 5 quarters. The position peaked at $1M in Q1 2026. 251 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

BOS Asset Management reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2026 after selling out during the quarter.
BOS Asset Management sold 19,337 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $1M.
BOS Asset Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and held it in 5 quarters.
BOS Asset Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1M in Q1 2026.
251 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.