Diversify Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Diversify Wealth Management’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	Sell	116,615 -20,759	-15%	-$1.08M	0.1%	195
2026 Q1	$7.13M	Buy	137,374 +129,099	+1,560%	+$6.69M	0.13%	172
2025 Q4	$429K	Buy	+8,275	New	+$429K	0.02%	475

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 22.9% 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 $880M AUM 10.53% 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 Wealth Management's CLOA Position: Q2 2026 in Review

Diversify Wealth Management reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 15% in Q2 2026, selling an estimated $1.08M and leaving 116,615 shares worth $6.05M. The position accounts for 0.1% of the portfolio, ranked #195.

Diversify Wealth Management first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.13M in Q1 2026. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Diversify Wealth Management held 116,615 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $6.05M as of Q2 2026.
Diversify Wealth Management sold 20,759 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $1.08M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.1% of Diversify Wealth Management's portfolio in Q2 2026, its #195 holding.
Diversify Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
Diversify Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $7.13M in Q1 2026.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.