Kingsview Wealth Management’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Kingsview Wealth Management’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	$1.5M	Buy	28,949 +7,978	+38%	+$414K	0.02%	627
2026 Q1	$1.09M	Sell	20,971 -3,675	-15%	-$190K	0.01%	665
2025 Q4	$1.28M	Buy	24,646 +953	+4%	+$49.4K	0.02%	572
2025 Q3	$1.23M	Buy	23,693 +3,924	+20%	+$203K	0.02%	556
2025 Q2	$1.03M	Buy	19,769 +3,153	+19%	+$163K	0.02%	584
2025 Q1	$860K	Sell	16,616 -2,712	-14%	-$141K	0.02%	586
2024 Q4	$1M	Buy	19,328 +12,998	+205%	+$674K	0.02%	548
2024 Q3	$329K	Buy	+6,330	New	+$328K	0.01%	853

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

Kingsview Wealth Management's CLOA Position: Q2 2026 in Review

Kingsview Wealth Management increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 38% in Q2 2026, buying an estimated $414K and bringing the position to 28,949 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #627.

Kingsview Wealth Management first reported a position in CLOA in Q3 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Kingsview Wealth Management held 28,949 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.5M as of Q2 2026.
Kingsview Wealth Management bought 7,978 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $414K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #627 holding.
Kingsview Wealth Management first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2024 and has held it in 8 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 Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.