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Global Retirement Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Global Retirement Partners’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 		$175K Buy
+3,374
New +$175K ﹤0.01% 1664
2025
Q4 		$187K Buy
3,615
+448
+14% +$23.2K ﹤0.01% 1516
2025
Q3 		$165K Buy
3,167
+2,243
+243% +$116K ﹤0.01% 1279
2025
Q2 		$48K Buy
+924
New +$47.7K ﹤0.01% 1795
2024
Q4 		$61.8K Sell
1,194
-384
-24% -$19.9K ﹤0.01% 1520
2024
Q3 		$82K Buy
1,578
+654
+71% +$33.9K ﹤0.01% 1329
2024
Q2 		$48K Buy
+924
New +$47.8K ﹤0.01% 1557

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Global Retirement Partners's CLOA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 3,374 shares worth $175K. The stake represents ﹤0.01% of the portfolio and ranks #1664 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CLOA as recently as Q4 2025.

Global Retirement Partners first reported a position in CLOA in Q2 2024 and has held it in 7 quarters since. The position peaked at $187K in Q4 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Global Retirement Partners held 3,374 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $175K as of Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Global Retirement Partners position in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1664 holding.
  • Global Retirement Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $187K in Q4 2025.
  • 248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.