Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Carson Wealth (CWM LLC)’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 		$74.3K Buy
1,433
+1,408
+5,632% +$73K ﹤0.01% 3506
2025
Q4 		$1K Buy
+25
New +$1.29K ﹤0.01% 5185

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 $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLOA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5,632% in Q1 2026, buying an estimated $73K and bringing the position to 1,433 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

Carson Wealth (CWM LLC) first reported a position in CLOA in Q4 2025 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,433 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $74.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,408 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $73K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3506 holding.
  • Carson Wealth (CWM LLC) first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.