Elwood & Goetz Wealth Advisory Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Elwood & Goetz Wealth Advisory 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	$1.61M	Buy	30,956 +6,778	+28%	+$352K	0.24%	36
2026 Q1	$1.25M	Buy	24,178 +1	+0%	+$52	0.21%	40
2025 Q4	$1.25M	Hold	24,177	–	–	0.22%	40
2025 Q3	$1.26M	Hold	24,177	–	–	0.24%	35
2025 Q2	$1.26M	Hold	24,177	–	–	0.27%	31
2025 Q1	$1.25M	Buy	24,177 +1,929	+9%	+$100K	0.31%	27
2024 Q4	$1.15M	Hold	22,248	–	–	0.28%	30
2024 Q3	$1.16M	Hold	22,248	–	–	0.29%	31
2024 Q2	$1.16M	Buy	+22,248	New	+$1.15M	0.33%	27

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

Elwood & Goetz Wealth Advisory Group's CLOA Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 28% in Q2 2026, buying an estimated $352K and bringing the position to 30,956 shares worth $1.61M. The position accounts for 0.24% of the portfolio, ranked #36.

Elwood & Goetz Wealth Advisory Group first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 30,956 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.61M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 6,778 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $352K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.24% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #36 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 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 Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.