Mount Yale Investment Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

Mount Yale Investment 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
2026 Q2	$7.48M	Buy	144,074 +3,654	+3%	+$190K	0.14%	170
2026 Q1	$7.28M	Buy	140,420 +124,920	+806%	+$6.47M	0.17%	135
2025 Q4	$802K	Sell	15,500 -297	-2%	-$15.4K	0.04%	359
2025 Q3	$821K	Buy	15,797 +15,355	+3,474%	+$796K	0.06%	318
2025 Q2	$22.9K	Buy	+442	New	+$22.8K	﹤0.01%	1018

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

Mount Yale Investment Advisors's CLOA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 2.6% in Q2 2026, buying an estimated $190K and bringing the position to 144,074 shares worth $7.48M. The position accounts for 0.14% of the portfolio, ranked #170.

Mount Yale Investment Advisors first reported a position in CLOA in Q2 2025 and has held it in 5 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

Mount Yale Investment Advisors held 144,074 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $7.48M as of Q2 2026.
Mount Yale Investment Advisors bought 3,654 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $190K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #170 holding.
Mount Yale Investment Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2025 and has held it in 5 quarters since.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.