Landing Point Financial Group’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Landing Point Financial Group’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	$2.72M	Sell	52,493 -245,760	-82%	-$12.7M	0.93%	21
2026 Q1	$15.5M	Buy	298,253 +27,297	+10%	+$1.41M	7.5%	3
2025 Q4	$14M	Buy	270,956 +15,235	+6%	+$789K	6.99%	4
2025 Q3	$13.3M	Buy	255,721 +13,761	+6%	+$714K	6.93%	4
2025 Q2	$12.6M	Buy	241,960 +10,578	+5%	+$546K	7.92%	4
2025 Q1	$12M	Buy	+231,382	New	+$12M	9.08%	3

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

Landing Point Financial Group's CLOA Position: Q2 2026 in Review

Landing Point Financial Group reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 82% in Q2 2026, selling an estimated $12.7M and leaving 52,493 shares worth $2.72M. The position accounts for 0.93% of the portfolio, ranked #21.

Landing Point Financial Group first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.5M in Q1 2026. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Landing Point Financial Group held 52,493 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $2.72M as of Q2 2026.
Landing Point Financial Group sold 245,760 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $12.7M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.93% of Landing Point Financial Group's portfolio in Q2 2026, its #21 holding.
Landing Point Financial Group 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.
Landing Point Financial Group's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $15.5M 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 Landing Point Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.