Cambridge Investment Research Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Cambridge Investment Research Advisors’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	$2.14M	Buy	41,159 +8,503	+26%	+$441K	﹤0.01%	1640
2026 Q1	$1.69M	Buy	32,656 +828	+3%	+$42.9K	﹤0.01%	1731
2025 Q4	$1.65M	Buy	31,828 +8,264	+35%	+$428K	﹤0.01%	1702
2025 Q3	$1.23M	Buy	23,564 +5,425	+30%	+$281K	﹤0.01%	1896
2025 Q2	$942K	Buy	18,139 +4,310	+31%	+$223K	﹤0.01%	1997
2025 Q1	$716K	Buy	13,829 +6,954	+101%	+$360K	﹤0.01%	2143
2024 Q4	$356K	Buy	6,875 +283	+4%	+$14.7K	﹤0.01%	2699
2024 Q3	$343K	Buy	6,592 +2,672	+68%	+$139K	﹤0.01%	2730
2024 Q2	$204K	Buy	+3,920	New	+$203K	﹤0.01%	3013

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 $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 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 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

Cambridge Investment Research Advisors's CLOA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 26% in Q2 2026, buying an estimated $441K and bringing the position to 41,159 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

Cambridge Investment Research Advisors first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Cambridge Investment Research Advisors held 41,159 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.14M as of Q2 2026.
Cambridge Investment Research Advisors bought 8,503 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $441K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1640 holding.
Cambridge Investment Research Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.