GC Wealth Management RIA’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

GC Wealth Management RIA’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	$217K	Sell	4,178 -1,374	-25%	-$71.3K	0.01%	464
2026 Q1	$288K	Buy	+5,552	New	+$288K	0.01%	440

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

GC Wealth Management RIA's CLOA Position: Q2 2026 in Review

GC Wealth Management RIA reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 25% in Q2 2026, selling an estimated $71.3K and leaving 4,178 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #464.

GC Wealth Management RIA first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $288K in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

GC Wealth Management RIA held 4,178 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $217K as of Q2 2026.
GC Wealth Management RIA sold 1,374 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $71.3K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.01% of GC Wealth Management RIA's portfolio in Q2 2026, its #464 holding.
GC Wealth Management RIA first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 2 quarters since.
GC Wealth Management RIA's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $288K in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.