Cambridge Investment Research Advisors
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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
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

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return