Cornerstone Planning Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Cornerstone Planning 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	$8.71K	Sell	168 -329	-66%	-$17.1K	﹤0.01%	932
2026 Q1	$25.8K	Buy	+497	New	+$25.8K	﹤0.01%	592
2025 Q2	–	Sell	-110	Closed	-$5.67K	–	1558
2025 Q1	$5.67K	Buy	+110	New	+$5.7K	﹤0.01%	701
2024 Q3	–	Sell	-90	Closed	-$4.65K	–	1312
2024 Q2	$4.65K	Buy	+90	New	+$4.66K	﹤0.01%	598

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Cornerstone Planning Group's CLOA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 66% in Q2 2026, selling an estimated $17.1K and leaving 168 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Cornerstone Planning Group first reported a position in CLOA in Q2 2024 and has held it in 4 quarters since. The position peaked at $25.8K in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Cornerstone Planning Group held 168 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $8.71K as of Q2 2026.
Cornerstone Planning Group sold 329 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $17.1K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #932 holding.
Cornerstone Planning Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 4 quarters since.
Cornerstone Planning Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $25.8K in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.