Laffer Tengler Investments’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Laffer Tengler Investments’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	$1.3M	Sell	25,090 -2,133	-8%	-$111K	0.17%	99
2026 Q1	$1.41M	Buy	27,223 +2,085	+8%	+$108K	0.21%	98
2025 Q4	$1.3M	Sell	25,138 -89	-0.4%	-$4.61K	0.2%	94
2025 Q3	$1.31M	Buy	25,227 +4,539	+22%	+$235K	0.21%	96
2025 Q2	$1.07M	Sell	20,688 -22	-0.1%	-$1.14K	0.19%	102
2025 Q1	$1.07M	Sell	20,710 -2,008	-9%	-$104K	0.23%	86
2024 Q4	$1.18M	Buy	22,718 +1,963	+9%	+$102K	0.23%	90
2024 Q3	$1.08M	Sell	20,755 -6,202	-23%	-$322K	0.22%	96
2024 Q2	$1.4M	Buy	+26,957	New	+$1.4M	0.3%	90

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

Laffer Tengler Investments's CLOA Position: Q2 2026 in Review

Laffer Tengler Investments reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 7.8% in Q2 2026, selling an estimated $111K and leaving 25,090 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #99.

Laffer Tengler Investments first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Laffer Tengler Investments held 25,090 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $1.3M as of Q2 2026.
Laffer Tengler Investments sold 2,133 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $111K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.17% of Laffer Tengler Investments's portfolio in Q2 2026, its #99 holding.
Laffer Tengler Investments first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
Laffer Tengler Investments's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.41M in Q1 2026.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.