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

New England Private Wealth 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	$519K	Hold	10,000	–	–	0.05%	142
2026 Q1	$518K	Hold	10,000	–	–	0.06%	132
2025 Q4	$517K	Hold	10,000	–	–	0.06%	128
2025 Q3	$520K	Hold	10,000	–	–	0.07%	126
2025 Q2	$519K	Hold	10,000	–	–	0.08%	109
2025 Q1	$518K	Buy	+10,000	New	+$518K	0.08%	99

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

New England Private Wealth Advisors's CLOA Position: Q2 2026 in Review

New England Private Wealth Advisors held its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) position steady in Q2 2026 at 10,000 shares worth $519K. The position accounts for 0.05% of the portfolio, ranked #142.

New England Private Wealth Advisors first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q3 2025. 249 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

New England Private Wealth Advisors held 10,000 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $519K as of Q2 2026.
New England Private Wealth Advisors left its BlackRock ETF Trust II iShares AAA CLO Active ETF share count unchanged in Q2 2026.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.05% of New England Private Wealth Advisors's portfolio in Q2 2026, its #142 holding.
New England Private Wealth Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2025 and has held it in 6 quarters since.
New England Private Wealth Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $520K in Q3 2025.
249 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.