NewEdge Advisors’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

NewEdge 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	$606K	Sell	11,674 -2,977	-20%	-$154K	﹤0.01%	2019
2026 Q1	$759K	Sell	14,651 -223	-1%	-$11.6K	﹤0.01%	1673
2025 Q4	$770K	Buy	14,874 +10,047	+208%	+$520K	﹤0.01%	1650
2025 Q3	$251K	Sell	4,827 -20,413	-81%	-$1.06M	﹤0.01%	2288
2025 Q2	$1.31M	Sell	25,240 -7,341	-23%	-$379K	0.01%	1137
2025 Q1	$1.69M	Buy	32,581 +24,165	+287%	+$1.25M	0.01%	929
2024 Q4	$436K	Buy	8,416 +865	+11%	+$44.8K	﹤0.01%	1643
2024 Q3	$392K	Buy	7,551 +2,850	+61%	+$148K	﹤0.01%	1624
2024 Q2	$244K	Buy	+4,701	New	+$243K	﹤0.01%	1824

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

NewEdge Advisors's CLOA Position: Q2 2026 in Review

NewEdge Advisors reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 20% in Q2 2026, selling an estimated $154K and leaving 11,674 shares worth $606K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

NewEdge Advisors first reported a position in CLOA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.69M in Q1 2025. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

NewEdge Advisors held 11,674 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $606K as of Q2 2026.
NewEdge Advisors sold 2,977 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $154K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2019 holding.
NewEdge Advisors 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.
NewEdge Advisors's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $1.69M in Q1 2025.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

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