Cerity Partners
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Cerity Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Cerity Partners’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 		$341K Sell
6,571
-157
-2% -$8.14K ﹤0.01% 2703
2026
Q1 		$349K Sell
6,728
-2,414
-26% -$125K ﹤0.01% 2504
2025
Q4 		$473K Buy
+9,142
New +$474K ﹤0.01% 2145

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Cerity Partners's CLOA Position: Q2 2026 in Review

Cerity Partners reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 2.3% in Q2 2026, selling an estimated $8.14K and leaving 6,571 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Cerity Partners first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Cerity Partners held 6,571 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $341K as of Q2 2026.
  • Cerity Partners sold 157 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $8.14K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2703 holding.
  • Cerity Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Cerity Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $473K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.