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LifeGoal Wealth Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

LifeGoal Wealth 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
Q2 		– Sell
-10,537
Closed -$546K – 68
2025
Q1 		$546K Buy
+10,537
New +$546K 0.59% 34

Other funds holding CLOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

LifeGoal Wealth Advisors's CLOA Position: Q2 2025 in Review

LifeGoal Wealth Advisors sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2025, closing a stake of 10,537 shares — an estimated $546K sold.

LifeGoal Wealth Advisors first reported a position in CLOA in Q1 2025 and held it in 1 quarter. The position peaked at $546K in Q1 2025. 124 funds tracked by Wall St. Rank hold CLOA as of Q2 2025.

  • LifeGoal Wealth Advisors reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2025 after selling out during the quarter.
  • LifeGoal Wealth Advisors sold 10,537 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2025, an estimated $546K.
  • LifeGoal Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and held it in 1 quarter.
  • LifeGoal Wealth Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $546K in Q1 2025.
  • 124 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2025.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.