Elevated Capital Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Elevated Capital Advisors’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	$2.54K	Hold	49	–	–	﹤0.01%	638
2026 Q1	$2.54K	Hold	49	–	–	﹤0.01%	622
2025 Q4	$2.54K	Buy	+49	New	+$2.54K	﹤0.01%	599

Other funds holding CLOA

Jupiter Topco New York $245B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Elevated Capital Advisors's CLOA Position: Q2 2026 in Review

Elevated Capital Advisors held its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) position steady in Q2 2026 at 49 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Elevated Capital Advisors first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Elevated Capital Advisors held 49 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.54K as of Q2 2026.
Elevated Capital Advisors left its BlackRock ETF Trust II iShares AAA CLO Active ETF share count unchanged in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #638 holding.
Elevated Capital Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.