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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
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

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

Ehrlich Financial Group's CLOA Position: Q2 2026 in Review

Ehrlich Financial Group reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 2.8% in Q2 2026, selling an estimated $50.3K and leaving 33,919 shares worth $1.76M. The position accounts for 0.91% of the portfolio, ranked #32.

Ehrlich Financial Group first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.81M in Q1 2026. 63 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Ehrlich Financial Group held 33,919 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.76M as of Q2 2026.
  • Ehrlich Financial Group sold 969 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $50.3K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.91% of Ehrlich Financial Group's portfolio in Q2 2026, its #32 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 2 quarters since.
  • Ehrlich Financial Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.81M in Q1 2026.
  • 63 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.