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

Dynasty 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 Q3	$878K	Buy	16,919 +6,675	+65%	+$346K	0.01%	196
2026 Q2	$532K	Buy	10,244 +3,542	+53%	+$184K	﹤0.01%	252
2026 Q1	$347K	Buy	+6,702	New	+$347K	﹤0.01%	275

Other funds holding CLOA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Dynasty Wealth Management's CLOA Position: Q3 2026 in Review

Dynasty Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 65% in Q3 2026, buying an estimated $346K and bringing the position to 16,919 shares worth $878K. The position accounts for 0.01% of the portfolio, ranked #196.

Dynasty Wealth Management first reported a position in CLOA in Q1 2026 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

Dynasty Wealth Management held 16,919 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $878K as of Q3 2026.
Dynasty Wealth Management bought 6,675 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $346K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Dynasty Wealth Management's portfolio in Q3 2026, its #196 holding.
Dynasty Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 3 quarters since.
228 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.