LGT Financial Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

LGT Financial Advisors’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
2025 Q4	–	Sell	-314	Closed	-$16.3K	–	275
2025 Q3	$16.3K	Sell	314 -1,215	-79%	-$63K	0.04%	198
2025 Q2	$79.4K	Buy	1,529 +764	+100%	+$39.5K	0.2%	86
2025 Q1	$39.6K	Sell	765 -1,167	-60%	-$60.5K	0.12%	117
2024 Q4	$100K	Sell	1,932 -1,179	-38%	-$61.1K	0.22%	87
2024 Q3	$162K	Buy	3,111 +916	+42%	+$47.5K	0.4%	49
2024 Q2	$114K	Buy	+2,195	New	+$114K	0.24%	72

Other funds holding CLOA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LGT Financial Advisors's CLOA Position: Q4 2025 in Review

LGT Financial Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q4 2025, closing a stake of 314 shares — an estimated $16.3K sold.

LGT Financial Advisors first reported a position in CLOA in Q2 2024 and held it in 6 quarters. The position peaked at $162K in Q3 2024. 172 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

LGT Financial Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 314 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $16.3K.
LGT Financial Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and held it in 6 quarters.
LGT Financial Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $162K in Q3 2024.
172 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.