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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
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

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Equitable Holdings's CLOA Position: Q1 2026 in Review

Equitable Holdings increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 37% in Q1 2026, buying an estimated $1.4M and bringing the position to 99,414 shares worth $5.14M. The position accounts for 0.03% of the portfolio, ranked #426.

Equitable Holdings first reported a position in CLOA in Q2 2025 and has held it in 4 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Equitable Holdings held 99,414 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $5.14M as of Q1 2026.
  • Equitable Holdings bought 27,022 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $1.4M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of Equitable Holdings's portfolio in Q1 2026, its #426 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 4 quarters since.
  • 214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.