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

IFP 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 Q2	$1.51M	Sell	29,154 -2,757	-9%	-$143K	0.03%	581
2026 Q1	$1.65M	Sell	31,911 -8,847	-22%	-$459K	0.03%	520
2025 Q4	$2.11M	Buy	40,758 +507	+1%	+$26.3K	0.05%	408
2025 Q3	$2.09M	Buy	40,251 +12,747	+46%	+$661K	0.05%	372
2025 Q2	$1.43M	Sell	27,504 -712	-3%	-$36.8K	0.04%	459
2025 Q1	$1.46M	Buy	28,216 +13,340	+90%	+$691K	0.05%	449
2024 Q4	$770K	Buy	14,876 +194	+1%	+$10.1K	0.03%	595
2024 Q3	$763K	Buy	14,682 +1,397	+11%	+$72.4K	0.03%	547
2024 Q2	$690K	Buy	+13,285	New	+$688K	0.03%	552

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

IFP Advisors's CLOA Position: Q2 2026 in Review

IFP Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 8.6% in Q2 2026, selling an estimated $143K and leaving 29,154 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #581.

IFP Advisors first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.11M in Q4 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

IFP Advisors held 29,154 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.51M as of Q2 2026.
IFP Advisors sold 2,757 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $143K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #581 holding.
IFP Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $2.11M in Q4 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.