Gladstone Institutional Advisory’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Gladstone Institutional Advisory’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 Q4	–	Sell	-4,671	Closed	-$243K	–	801
2025 Q3	$243K	Sell	4,671 -973	-17%	-$50.5K	0.01%	708
2025 Q2	$293K	Buy	5,644 +900	+19%	+$46.5K	0.01%	616
2025 Q1	$246K	Buy	+4,744	New	+$246K	0.01%	638

Other funds holding CLOA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Gladstone Institutional Advisory's CLOA Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2025, closing a stake of 4,671 shares — an estimated $243K sold.

Gladstone Institutional Advisory first reported a position in CLOA in Q1 2025 and held it in 3 quarters. The position peaked at $293K in Q2 2025. 173 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

Gladstone Institutional Advisory reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 4,671 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $243K.
Gladstone Institutional Advisory first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and held it in 3 quarters.
Gladstone Institutional Advisory's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $293K in Q2 2025.
173 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.