MML Investors Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

MML Investors Services’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	$24.7M	Buy	475,109 +34,179	+8%	+$1.77M	0.05%	350
2026 Q1	$22.9M	Buy	440,930 +152,660	+53%	+$7.91M	0.06%	296
2025 Q4	$14.9M	Buy	288,270 +92,841	+48%	+$4.81M	0.04%	440
2025 Q3	$10.2M	Buy	195,429 +91,078	+87%	+$4.72M	0.03%	545
2025 Q2	$5.42M	Buy	104,351 +31,941	+44%	+$1.65M	0.02%	755
2025 Q1	$3.75M	Buy	72,410 +10,985	+18%	+$569K	0.01%	865
2024 Q4	$3.18M	Sell	61,425 -5,826	-9%	-$302K	0.01%	899
2024 Q3	$3.5M	Buy	67,251 +25,414	+61%	+$1.32M	0.01%	836
2024 Q2	$2.17M	Buy	+41,837	New	+$2.17M	0.01%	992

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 22.9% 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 $880M AUM 10.53% 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

MML Investors Services's CLOA Position: Q2 2026 in Review

MML Investors Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 7.8% in Q2 2026, buying an estimated $1.77M and bringing the position to 475,109 shares worth $24.7M. The position accounts for 0.05% of the portfolio, ranked #350.

MML Investors Services first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

MML Investors Services held 475,109 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $24.7M as of Q2 2026.
MML Investors Services bought 34,179 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $1.77M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.05% of MML Investors Services's portfolio in Q2 2026, its #350 holding.
MML Investors Services first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 9 quarters since.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.