Diversify Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Diversify Advisory Services’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	$6.05M	Buy	+116,615	New	+$6.05M	0.1%	195
2026 Q1	–	Sell	-99,623	Closed	-$5.17M	–	325
2025 Q4	$5.17M	Buy	99,623 +32,152	+48%	+$1.67M	0.16%	101
2025 Q3	$3.49M	Buy	67,471 +57,533	+579%	+$2.98M	0.12%	137
2025 Q2	$515K	Sell	9,938 -4,101	-29%	-$212K	0.02%	525
2025 Q1	$725K	Sell	14,039 -1,107	-7%	-$57.4K	0.05%	280
2024 Q4	$785K	Sell	15,146 -1,400	-8%	-$72.5K	0.04%	269
2024 Q3	$858K	Buy	16,546 +4,203	+34%	+$218K	0.05%	281
2024 Q2	$639K	Buy	+12,343	New	+$639K	0.04%	327

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

Diversify Advisory Services's CLOA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 116,615 shares worth $6.05M. The stake represents 0.1% of the portfolio and ranks #195 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CLOA as recently as Q4 2025.

Diversify Advisory Services first reported a position in CLOA in Q2 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Diversify Advisory Services held 116,615 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $6.05M as of Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Diversify Advisory Services position in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.1% of Diversify Advisory Services's portfolio in Q2 2026, its #195 holding.
Diversify Advisory Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.