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

Inspirion Wealth 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 		$34.3M Buy
662,318
+98,975
+18% +$5.13M 3.92% 8
2026
Q1 		$29.2M Buy
563,343
+63,417
+13% +$3.29M 3.64% 8
2025
Q4 		$25.9M Buy
+499,926
New +$25.9M 3.17% 11
2025
Q3 		– Sell
-435,635
Closed -$22.6M – 157
2025
Q2 		$22.6M Buy
+435,635
New +$22.5M 2.99% 14

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Inspirion Wealth Advisors's CLOA Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 18% in Q2 2026, buying an estimated $5.13M and bringing the position to 662,318 shares worth $34.3M. The position accounts for 3.92% of the portfolio, ranked #8.

Inspirion Wealth Advisors first reported a position in CLOA in Q2 2025 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • Inspirion Wealth Advisors held 662,318 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $34.3M as of Q2 2026.
  • Inspirion Wealth Advisors bought 98,975 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $5.13M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 3.92% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Inspirion Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and has held it in 4 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 Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.