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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

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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. 50 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.
  • 50 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.