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

Drive 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
Q1 		$9.31M Sell
179,552
-38,954
-18% -$2.02M 1.96% 9
2025
Q4 		$11.3M Buy
218,506
+60,082
+38% +$3.11M 2.21% 9
2025
Q3 		$8.23M Buy
+158,424
New +$8.21M 1.75% 11

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 $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $874M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Drive Wealth Management's CLOA Position: Q1 2026 in Review

Drive Wealth Management reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 18% in Q1 2026, selling an estimated $2.02M and leaving 179,552 shares worth $9.31M. The position accounts for 1.96% of the portfolio, ranked #9.

Drive Wealth Management first reported a position in CLOA in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.3M in Q4 2025. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Drive Wealth Management held 179,552 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $9.31M as of Q1 2026.
  • Drive Wealth Management sold 38,954 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $2.02M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 1.96% of Drive Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Drive Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Drive Wealth Management's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $11.3M in Q4 2025.
  • 214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.