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

Golden State Wealth Management’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	$14.7K	Buy	283 +3	+1%	+$156	﹤0.01%	1021
2026 Q1	$14.5K	Buy	280 +2	+0.7%	+$104	﹤0.01%	995
2025 Q4	$14.4K	Buy	278 +195	+235%	+$10.1K	﹤0.01%	1006
2025 Q3	$4.36K	Buy	83 +1	+1%	+$52	﹤0.01%	1276
2025 Q2	$4.3K	Buy	82 +1	+1%	+$52	﹤0.01%	1251
2025 Q1	$4.23K	Sell	81 -121	-60%	-$6.27K	﹤0.01%	1203
2024 Q4	$10.5K	Buy	+202	New	+$10.5K	﹤0.01%	952

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

Golden State Wealth Management's CLOA Position: Q2 2026 in Review

Golden State Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 1.1% in Q2 2026, buying an estimated $156 and bringing the position to 283 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Golden State Wealth Management first reported a position in CLOA in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Golden State Wealth Management held 283 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $14.7K as of Q2 2026.
Golden State Wealth Management bought 3 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $156.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1021 holding.
Golden State Wealth Management 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.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.