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J. Mark Nickell & Co’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

J. Mark Nickell & Co’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 		$2.52M Buy
48,459
+2,947
+6% +$153K 2.01% 14
2026
Q1 		$2.36M Buy
45,512
+1,122
+3% +$58.2K 2.13% 14
2025
Q4 		$2.3M Buy
+44,390
New +$2.3M 2.12% 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
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 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

J. Mark Nickell & Co's CLOA Position: Q2 2026 in Review

J. Mark Nickell & Co increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 6.5% in Q2 2026, buying an estimated $153K and bringing the position to 48,459 shares worth $2.52M. The position accounts for 2.01% of the portfolio, ranked #14.

J. Mark Nickell & Co first reported a position in CLOA in Q4 2025 and has held it in 3 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • J. Mark Nickell & Co held 48,459 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.52M as of Q2 2026.
  • J. Mark Nickell & Co bought 2,947 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $153K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 2.01% of J. Mark Nickell & Co's portfolio in Q2 2026, its #14 holding.
  • J. Mark Nickell & Co first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and has held it in 3 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 J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.