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

Kestra 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
2026 Q1	–	Sell	-2,859	Closed	-$148K	–	3337
2025 Q4	$148K	Buy	+2,859	New	+$148K	﹤0.01%	3134

Other funds holding CLOA

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

Kestra Advisory Services's CLOA Position: Q1 2026 in Review

Kestra Advisory Services sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q1 2026, closing a stake of 2,859 shares — an estimated $148K sold.

Kestra Advisory Services first reported a position in CLOA in Q4 2025 and held it in 1 quarter. The position peaked at $148K in Q4 2025. 216 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

Kestra Advisory Services reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,859 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $148K.
Kestra Advisory Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q4 2025 and held it in 1 quarter.
Kestra Advisory Services's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $148K in Q4 2025.
216 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.