Chris Bulman’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Chris Bulman’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
2025 Q4	–	Sell	-7,682	Closed	-$399K	–	151
2025 Q3	$399K	Sell	7,682 -2,361	-24%	-$122K	0.2%	75
2025 Q2	$521K	Sell	10,043 -647	-6%	-$33.4K	0.3%	61
2025 Q1	$554K	Sell	10,690 -379	-3%	-$19.6K	0.35%	59
2024 Q4	$573K	Buy	+11,069	New	+$574K	0.37%	59
2024 Q3	–	Sell	-2,823	Closed	-$147K	–	167
2024 Q2	$147K	Buy	+2,823	New	+$146K	0.1%	108

Other funds holding CLOA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Chris Bulman's CLOA Position: Q4 2025 in Review

Chris Bulman sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2025, closing a stake of 7,682 shares — an estimated $399K sold.

Chris Bulman first reported a position in CLOA in Q2 2024 and held it in 5 quarters. The position peaked at $573K in Q4 2024. 173 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

Chris Bulman reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2025 after selling out during the quarter.
Chris Bulman sold 7,682 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $399K.
Chris Bulman first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and held it in 5 quarters.
Chris Bulman's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $573K in Q4 2024.
173 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.