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

Element Wealth’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
2025 Q1	–	Sell	-1,500	Closed	-$77.7K	–	168
2024 Q4	$77.7K	Buy	+1,500	New	+$77.7K	0.04%	184

Other funds holding CLOA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

LPFG

Landing Point Financial Group Avon, Ohio $206M AUM 15.97% 1-Year Est. Return

Element Wealth's CLOA Position: Q1 2025 in Review

Element Wealth sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2025, closing a stake of 1,500 shares — an estimated $77.7K sold.

Element Wealth first reported a position in CLOA in Q4 2024 and held it in 1 quarter. The position peaked at $77.7K in Q4 2024. 103 funds tracked by Wall St. Rank hold CLOA as of Q1 2025.

Element Wealth reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 1,500 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2025, an estimated $77.7K.
Element Wealth first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and held it in 1 quarter.
Element Wealth's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $77.7K in Q4 2024.
103 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.