Courier Capital
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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
Q3 		$8.28M Buy
159,518
+7,720
+5% +$401K 0.41% 56
2026
Q2 		$7.88M Buy
+151,798
New +$7.87M 0.39% 63

Other funds holding CLOA

Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
E6 Portfolios
E6 Portfolios Midvale, Utah $132M AUM 12.85% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Courier Capital's CLOA Position: Q3 2026 in Review

Courier Capital increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 5.1% in Q3 2026, buying an estimated $401K and bringing the position to 159,518 shares worth $8.28M. The position accounts for 0.41% of the portfolio, ranked #56.

Courier Capital first reported a position in CLOA in Q2 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Courier Capital held 159,518 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $8.28M as of Q3 2026.
  • Courier Capital bought 7,720 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $401K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.41% of Courier Capital's portfolio in Q3 2026, its #56 holding.
  • Courier Capital first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.