J. M. Brown & Associates’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

J. M. Brown & Associates’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	$819K	Buy	+15,777	New	+$818K	0.47%	64

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

J. M. Brown & Associates's CLOA Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 15,777 shares worth $819K. The stake represents 0.47% of the portfolio and ranks #64 among its holdings.

238 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

J. M. Brown & Associates held 15,777 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $819K as of Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new J. M. Brown & Associates position in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.47% of J. M. Brown & Associates's portfolio in Q2 2026, its #64 holding.
238 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.