Courier Capital’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Courier Capital’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	$7.88M	Buy	+151,798	New	+$7.87M	0.39%	63

Other funds holding CLOA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Courier Capital's CLOA Position: Q2 2026 in Review

Courier Capital opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 151,798 shares worth $7.88M. The stake represents 0.39% of the portfolio and ranks #63 among its holdings.

50 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Courier Capital held 151,798 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $7.88M as of Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Courier Capital position in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.39% of Courier Capital's portfolio in Q2 2026, its #63 holding.
50 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.