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Harbour Investments’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Harbour Investments’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
-6,188
Closed -$322K – 3893
2025
Q3 		$322K Buy
6,188
+2,239
+57% +$116K 0.01% 1022
2025
Q2 		$205K Hold
3,949
– – 0.01% 1160
2025
Q1 		$204K Buy
+3,949
New +$205K 0.01% 1092

Other funds holding CLOA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
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 $880M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Harbour Investments's CLOA Position: Q4 2025 in Review

Harbour Investments sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2025, closing a stake of 6,188 shares — an estimated $322K sold.

Harbour Investments first reported a position in CLOA in Q1 2025 and held it in 3 quarters. The position peaked at $322K in Q3 2025. 173 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

  • Harbour Investments reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2025 after selling out during the quarter.
  • Harbour Investments sold 6,188 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $322K.
  • Harbour Investments first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and held it in 3 quarters.
  • Harbour Investments's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $322K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on Harbour Investments's 13F filing for Q4 2025, filed 9 Feb 2026.