Cetera Investment Advisers’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Cetera Investment Advisers’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	$33.6M	Buy	648,045 +60,657	+10%	+$3.15M	0.03%	538
2026 Q1	$30.4M	Buy	587,388 +139,931	+31%	+$7.25M	0.03%	522
2025 Q4	$23.2M	Buy	447,457 +131,968	+42%	+$6.84M	0.03%	601
2025 Q3	$16.4M	Buy	315,489 +60,842	+24%	+$3.15M	0.02%	723
2025 Q2	$13.2M	Buy	254,647 +94,259	+59%	+$4.87M	0.02%	682
2025 Q1	$8.3M	Sell	160,388 -50,683	-24%	-$2.63M	0.02%	856
2024 Q4	$10.9M	Buy	211,071 +147,582	+232%	+$7.65M	0.02%	675
2024 Q3	$3.3M	Buy	63,489 +26,188	+70%	+$1.36M	0.01%	1258
2024 Q2	$1.94M	Buy	+37,301	New	+$1.93M	﹤0.01%	1604

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

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

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Cetera Investment Advisers's CLOA Position: Q2 2026 in Review

Cetera Investment Advisers increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 10% in Q2 2026, buying an estimated $3.15M and bringing the position to 648,045 shares worth $33.6M. The position accounts for 0.03% of the portfolio, ranked #538.

Cetera Investment Advisers first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Cetera Investment Advisers held 648,045 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $33.6M as of Q2 2026.
Cetera Investment Advisers bought 60,657 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $3.15M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of Cetera Investment Advisers's portfolio in Q2 2026, its #538 holding.
Cetera Investment Advisers 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.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.