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Farther Finance Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Farther Finance 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
Q3 		$955K Buy
18,406
+7,850
+74% +$407K 0.01% 1172
2026
Q2 		$548K Buy
10,556
+10,536
+52,680% +$546K ﹤0.01% 1497
2026
Q1 		$1.03K Sell
20
-576
-97% -$29.9K ﹤0.01% 5099
2025
Q4 		$30.8K Buy
+596
New +$30.9K ﹤0.01% 3135

Other funds holding CLOA

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Farther Finance Advisors's CLOA Position: Q3 2026 in Review

Farther Finance Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 74% in Q3 2026, buying an estimated $407K and bringing the position to 18,406 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #1172.

Farther Finance Advisors first reported a position in CLOA in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Farther Finance Advisors held 18,406 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $955K as of Q3 2026.
  • Farther Finance Advisors bought 7,850 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $407K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1172 holding.
  • Farther Finance Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 4 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.