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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
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

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return