Insigneo Advisory Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Insigneo Advisory Services’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
2025 Q3	–	Sell	-4,795	Closed	-$249K	–	754
2025 Q2	$249K	Buy	+4,795	New	+$248K	0.02%	507

Other funds holding CLOA

Corebridge Financial Houston, Texas $1.09B AUM 1.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Insigneo Advisory Services's CLOA Position: Q3 2025 in Review

Insigneo Advisory Services sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q3 2025, closing a stake of 4,795 shares — an estimated $249K sold.

Insigneo Advisory Services first reported a position in CLOA in Q2 2025 and held it in 1 quarter. The position peaked at $249K in Q2 2025. 150 funds tracked by Wall St. Rank hold CLOA as of Q3 2025.

Insigneo Advisory Services reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q3 2025 after selling out during the quarter.
Insigneo Advisory Services sold 4,795 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2025, an estimated $249K.
Insigneo Advisory Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and held it in 1 quarter.
Insigneo Advisory Services's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $249K in Q2 2025.
150 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2025.

Based on Insigneo Advisory Services's 13F filing for Q3 2025, filed 12 Nov 2025.