Kovitz Investment Group Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Kovitz Investment Group Partners’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	$10.1M	Buy	193,823 +5,474	+3%	+$284K	0.22%	97
2026 Q1	$9.76M	Buy	188,349 +10,766	+6%	+$558K	0.23%	103
2025 Q4	$9.19M	Buy	177,583 +6,512	+4%	+$337K	0.2%	104
2025 Q3	$8.89M	Buy	171,071 +201	+0.1%	+$10.4K	0.03%	347
2025 Q2	$8.87M	Buy	170,870 +5,403	+3%	+$279K	0.04%	334
2025 Q1	$8.57M	Buy	+165,467	New	+$8.58M	0.04%	300

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 22.9% 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 $880M AUM 10.53% 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

Kovitz Investment Group Partners's CLOA Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 2.9% in Q2 2026, buying an estimated $284K and bringing the position to 193,823 shares worth $10.1M. The position accounts for 0.22% of the portfolio, ranked #97.

Kovitz Investment Group Partners first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Kovitz Investment Group Partners held 193,823 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $10.1M as of Q2 2026.
Kovitz Investment Group Partners bought 5,474 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $284K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.22% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #97 holding.
Kovitz Investment Group Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.