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 Q3	$2.51M	Buy	48,451 +19,297	+66%	+$1M	0.04%	432
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $1.06B AUM 14.29% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cascade Wealth Advisors Wenatchee, Washington $242M AUM 5.82% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

IFP Advisors's CLOA Position: Q3 2026 in Review

IFP Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 66% in Q3 2026, buying an estimated $1M and bringing the position to 48,451 shares worth $2.51M. The position accounts for 0.04% of the portfolio, ranked #432.

IFP Advisors first reported a position in CLOA in Q2 2024 and has held it in 10 quarters since. 164 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

IFP Advisors held 48,451 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.51M as of Q3 2026.
IFP Advisors bought 19,297 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $1M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.04% of IFP Advisors's portfolio in Q3 2026, its #432 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 10 quarters since.
164 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.