Impact Partnership Wealth’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Impact Partnership Wealth’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	$2.32M	Buy	44,728 +9,547	+27%	+$495K	0.23%	56
2026 Q1	$1.82M	Buy	35,181 +5,625	+19%	+$292K	0.23%	60
2025 Q4	$1.53M	Buy	29,556 +2,265	+8%	+$117K	0.2%	61
2025 Q3	$1.42M	Buy	27,291 +14,813	+119%	+$768K	0.21%	56
2025 Q2	$648K	Buy	+12,478	New	+$645K	0.12%	100

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

Impact Partnership Wealth's CLOA Position: Q2 2026 in Review

Impact Partnership Wealth increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 27% in Q2 2026, buying an estimated $495K and bringing the position to 44,728 shares worth $2.32M. The position accounts for 0.23% of the portfolio, ranked #56.

Impact Partnership Wealth first reported a position in CLOA in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Impact Partnership Wealth held 44,728 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.32M as of Q2 2026.
Impact Partnership Wealth bought 9,547 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $495K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.23% of Impact Partnership Wealth's portfolio in Q2 2026, its #56 holding.
Impact Partnership Wealth first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and has held it in 5 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 Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.