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

Markowski 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
Q3 		$122K Sell
2,350
-1,500
-39% -$77.8K 0.03% 147
2026
Q2 		$200K Buy
+3,850
New +$200K 0.04% 115

Other funds holding CLOA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.78B AUM 12.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Pallas Capital Advisors
Pallas Capital Advisors Braintree, Massachusetts $3.39B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
CenturyLink Investment Management
CenturyLink Investment Management Denver, Colorado $126M AUM 0.66% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $15.9B AUM 16.28% 1-Year Est. Return

Markowski Investments's CLOA Position: Q3 2026 in Review

Markowski Investments reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 39% in Q3 2026, selling an estimated $77.8K and leaving 2,350 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #147.

Markowski Investments first reported a position in CLOA in Q2 2026 and has held it in 2 quarters since. The position peaked at $200K in Q2 2026. 228 funds tracked by Wall St. Rank hold CLOA as of Q3 2026.

  • Markowski Investments held 2,350 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $122K as of Q3 2026.
  • Markowski Investments sold 1,500 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q3 2026, an estimated $77.8K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.03% of Markowski Investments's portfolio in Q3 2026, its #147 holding.
  • Markowski Investments first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Markowski Investments's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $200K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q3 2026.

Based on Markowski Investments's 13F filing for Q3 2026, filed 30 Oct 2026.