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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
Q3 		$37M Buy
712,776
+50,458
+8% +$2.62M 4.2% 8
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

CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Inspirion Wealth Advisors's CLOA Position: Q3 2026 in Review

Inspirion Wealth Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 7.6% in Q3 2026, buying an estimated $2.62M and bringing the position to 712,776 shares worth $37M. The position accounts for 4.2% of the portfolio, ranked #8.

Inspirion Wealth Advisors first reported a position in CLOA in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Inspirion Wealth Advisors held 712,776 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $37M as of Q3 2026.
  • Inspirion Wealth Advisors bought 50,458 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $2.62M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 4.2% of Inspirion Wealth Advisors's portfolio in Q3 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 5 quarters since.
  • 8 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.