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Heck Capital Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Heck Capital Advisors’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
Q1 		– Sell
-35,367
Closed -$1.83M – 213
2025
Q4 		$1.83M Buy
35,367
+136
+0.4% +$7.04K 0.14% 82
2025
Q3 		$1.83M Buy
35,231
+1,320
+4% +$68.4K 0.14% 84
2025
Q2 		$1.76M Buy
33,911
+743
+2% +$38.4K 0.15% 74
2025
Q1 		$1.72M Sell
33,168
-46
-0.1% -$2.38K 0.19% 73
2024
Q4 		$1.72M Buy
33,214
+114
+0.3% +$5.91K 0.2% 68
2024
Q3 		$1.72M Sell
33,100
-496
-1% -$25.7K 0.2% 68
2024
Q2 		$1.74M Sell
33,596
-753
-2% -$39K 0.22% 67
2024
Q1 		$1.78M Sell
34,349
-839
-2% -$43.3K 0.27% 58
2023
Q4 		$1.8M Sell
35,188
-3,406
-9% -$174K 0.29% 59
2023
Q3 		$1.98M Buy
+38,594
New +$1.97M 0.37% 60

Other funds holding CLOA

RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

Heck Capital Advisors's CLOA Position: Q1 2026 in Review

Heck Capital Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026, closing a stake of 35,367 shares — an estimated $1.83M sold.

Heck Capital Advisors first reported a position in CLOA in Q3 2023 and held it in 10 quarters. The position peaked at $1.98M in Q3 2023. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

  • Heck Capital Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2026 after selling out during the quarter.
  • Heck Capital Advisors sold 35,367 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $1.83M.
  • Heck Capital Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2023 and held it in 10 quarters.
  • Heck Capital Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.98M in Q3 2023.
  • 214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Heck Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.