BFC Planning, Inc.’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

BFC Planning, Inc.’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	$58K	Hold	1,118	–	–	﹤0.01%	1482
2026 Q1	$57.9K	Buy	1,118 +785	+236%	+$40.7K	﹤0.01%	1281
2025 Q4	$17.2K	Sell	333 -149	-31%	-$7.72K	﹤0.01%	1812
2025 Q3	$25K	Buy	482 +331	+219%	+$17.2K	﹤0.01%	1467
2025 Q2	$7.85K	Buy	151 +147	+3,675%	+$7.59K	﹤0.01%	1911
2025 Q1	$207	Sell	4 -2	-33%	-$104	﹤0.01%	2581
2024 Q4	$311	Buy	+6	New	+$311	﹤0.01%	2504

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 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 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

BFC Planning, Inc.'s CLOA Position: Q2 2026 in Review

BFC Planning, Inc. held its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) position steady in Q2 2026 at 1,118 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

BFC Planning, Inc. first reported a position in CLOA in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

BFC Planning, Inc. held 1,118 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $58K as of Q2 2026.
BFC Planning, Inc. left its BlackRock ETF Trust II iShares AAA CLO Active ETF share count unchanged in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1482 holding.
BFC Planning, Inc. first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2024 and has held it in 7 quarters since.
251 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.