Centennial Wealth Advisory’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Centennial Wealth Advisory’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	$1.52M	Buy	29,369 +94	+0.3%	+$4.88K	0.33%	45
2026 Q1	$1.52M	Buy	29,275 +838	+3%	+$43.4K	0.37%	38
2025 Q4	$1.47M	Buy	28,437 +1,560	+6%	+$80.8K	0.39%	41
2025 Q3	$1.4M	Buy	26,877 +943	+4%	+$48.9K	0.39%	44
2025 Q2	$1.35M	Buy	25,934 +6,292	+32%	+$325K	0.43%	38
2025 Q1	$1.02M	Buy	19,642 +4,269	+28%	+$221K	0.37%	37
2024 Q4	$796K	Buy	+15,373	New	+$797K	0.31%	38

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 22.96% 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 $874M AUM 16.23% 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

Centennial Wealth Advisory's CLOA Position: Q2 2026 in Review

Centennial Wealth Advisory increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 0.32% in Q2 2026, buying an estimated $4.88K and bringing the position to 29,369 shares worth $1.52M. The position accounts for 0.33% of the portfolio, ranked #45.

Centennial Wealth Advisory first reported a position in CLOA in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Centennial Wealth Advisory held 29,369 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.52M as of Q2 2026.
Centennial Wealth Advisory bought 94 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $4.88K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.33% of Centennial Wealth Advisory's portfolio in Q2 2026, its #45 holding.
Centennial Wealth Advisory first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.