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First Horizon Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

First Horizon 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
2025
Q2 		$30.2K Buy
581
+198
+52% +$10.2K ﹤0.01% 1260
2025
Q1 		$19.8K Sell
383
-804
-68% -$41.7K ﹤0.01% 1325
2024
Q4 		$61.5K Sell
1,187
-503
-30% -$26.1K ﹤0.01% 869
2024
Q3 		$87.8K Buy
1,690
+530
+46% +$27.5K ﹤0.01% 769
2024
Q2 		$60.2K Buy
+1,160
New +$60K ﹤0.01% 844

Other funds holding CLOA

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

First Horizon Advisors's CLOA Position: Q2 2025 in Review

First Horizon Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 52% in Q2 2025, buying an estimated $10.2K and bringing the position to 581 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

First Horizon Advisors first reported a position in CLOA in Q2 2024 and has held it in 5 quarters since. The position peaked at $87.8K in Q3 2024. 124 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • First Horizon Advisors held 581 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $30.2K as of Q2 2025.
  • First Horizon Advisors bought 198 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $10.2K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1260 holding.
  • First Horizon Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 5 quarters since.
  • First Horizon Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $87.8K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.