Equitable Holdings’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Equitable Holdings’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	$9.25M	Buy	178,199 +78,785	+79%	+$4.09M	0.06%	304
2026 Q1	$5.14M	Buy	99,414 +27,022	+37%	+$1.4M	0.03%	426
2025 Q4	$3.75M	Buy	72,392 +19,366	+37%	+$1M	0.03%	452
2025 Q3	$2.76M	Buy	53,026 +45,126	+571%	+$2.34M	0.02%	508
2025 Q2	$410K	Buy	+7,900	New	+$408K	﹤0.01%	1069

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

Equitable Holdings's CLOA Position: Q2 2026 in Review

Equitable Holdings increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 79% in Q2 2026, buying an estimated $4.09M and bringing the position to 178,199 shares worth $9.25M. The position accounts for 0.06% of the portfolio, ranked #304.

Equitable Holdings first reported a position in CLOA in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Equitable Holdings held 178,199 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $9.25M as of Q2 2026.
Equitable Holdings bought 78,785 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $4.09M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.06% of Equitable Holdings's portfolio in Q2 2026, its #304 holding.
Equitable Holdings first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and has held it in 5 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.