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 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IWA

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

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

PCA

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

MML Investors Services's CLOA Position: Q1 2026 in Review

MML Investors Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 53% in Q1 2026, buying an estimated $7.91M and bringing the position to 440,930 shares worth $22.9M. The position accounts for 0.06% of the portfolio, ranked #296.

MML Investors Services first reported a position in CLOA in Q2 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold CLOA as of Q1 2026.

MML Investors Services held 440,930 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $22.9M as of Q1 2026.
MML Investors Services bought 152,660 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q1 2026, an estimated $7.91M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.06% of MML Investors Services's portfolio in Q1 2026, its #296 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 8 quarters since.
214 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.