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Congress Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Congress Wealth Management’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
Q2 		$419K Buy
8,062
+2,621
+48% +$135K ﹤0.01% 976
2025
Q1 		$282K Buy
+5,441
New +$282K ﹤0.01% 950

Other funds holding CLOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Congress Wealth Management's CLOA Position: Q2 2025 in Review

Congress Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 48% in Q2 2025, buying an estimated $135K and bringing the position to 8,062 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Congress Wealth Management first reported a position in CLOA in Q1 2025 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • Congress Wealth Management held 8,062 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $419K as of Q2 2025.
  • Congress Wealth Management bought 2,621 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $135K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #976 holding.
  • Congress Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.