HPC
CLOA icon

HM Payson & Co’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

HM Payson & Co’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 		$1.51M Hold
29,066
– – 0.02% 195
2026
Q1 		$1.51M Buy
+29,066
New +$1.51M 0.02% 184

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

HM Payson & Co's CLOA Position: Q2 2026 in Review

HM Payson & Co held its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) position steady in Q2 2026 at 29,066 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #195.

HM Payson & Co first reported a position in CLOA in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • HM Payson & Co held 29,066 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.51M as of Q2 2026.
  • HM Payson & Co left its BlackRock ETF Trust II iShares AAA CLO Active ETF share count unchanged in Q2 2026.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #195 holding.
  • HM Payson & Co first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and has held it in 2 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 HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.