Ehrlich Financial Group
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Ehrlich Financial Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Ehrlich Financial Group’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 		$1.75M Sell
33,778
-141
-0.4% -$7.32K 0.91% 30
2026
Q2 		$1.76M Sell
33,919
-969
-3% -$50.3K 0.91% 32
2026
Q1 		$1.81M Buy
+34,888
New +$1.81M 1.04% 31

Other funds holding CLOA

Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Client First Capital
Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $189M AUM 7.81% 1-Year Est. Return

Ehrlich Financial Group's CLOA Position: Q3 2026 in Review

Ehrlich Financial Group reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 0.42% in Q3 2026, selling an estimated $7.32K and leaving 33,778 shares worth $1.75M. The position accounts for 0.91% of the portfolio, ranked #30.

Ehrlich Financial Group first reported a position in CLOA in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.81M in Q1 2026. 64 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Ehrlich Financial Group held 33,778 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.75M as of Q3 2026.
  • Ehrlich Financial Group sold 141 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $7.32K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.91% of Ehrlich Financial Group's portfolio in Q3 2026, its #30 holding.
  • Ehrlich Financial Group 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.
  • Ehrlich Financial Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.81M in Q1 2026.
  • 64 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.