Magnolia Private Wealth’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Magnolia Private Wealth’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	$247K	Buy	+4,753	New	+$247K	0.14%	135

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

Magnolia Private Wealth's CLOA Position: Q2 2026 in Review

Magnolia Private Wealth opened a new position in BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026: 4,753 shares worth $247K. The stake represents 0.14% of the portfolio and ranks #135 among its holdings.

248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Magnolia Private Wealth held 4,753 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $247K as of Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF was a new Magnolia Private Wealth position in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.14% of Magnolia Private Wealth's portfolio in Q2 2026, its #135 holding.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Magnolia Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.