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Clayton Financial Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Clayton Financial Group’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 		– Sell
-579
Closed -$30K – 158
2026
Q1 		$30K Hold
579
– – 0.02% 171
2025
Q4 		$30K Hold
579
– – 0.02% 168
2025
Q3 		$30.1K Buy
+579
New +$30K 0.02% 106

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 22.96% 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 $874M AUM 16.23% 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

Clayton Financial Group's CLOA Position: Q2 2026 in Review

Clayton Financial Group sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026, closing a stake of 579 shares — an estimated $30K sold.

Clayton Financial Group first reported a position in CLOA in Q3 2025 and held it in 3 quarters. The position peaked at $30.1K in Q3 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Clayton Financial Group reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 579 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $30K.
  • Clayton Financial Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and held it in 3 quarters.
  • Clayton Financial Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $30.1K in Q3 2025.
  • 248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.