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

NewEdge Wealth’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 		$6.16M Buy
118,626
+54,296
+84% +$2.82M 0.06% 211
2026
Q1 		$3.33M Buy
+64,330
New +$3.33M 0.04% 304
2024
Q3 		– Sell
-10,521
Closed -$546K – 875
2024
Q2 		$546K Buy
10,521
+474
+5% +$24.5K 0.01% 525
2024
Q1 		$519K Buy
+10,047
New +$518K 0.01% 558

Other funds holding CLOA

JT
Jupiter Topco New York $245B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

NewEdge Wealth's CLOA Position: Q2 2026 in Review

NewEdge Wealth increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 84% in Q2 2026, buying an estimated $2.82M and bringing the position to 118,626 shares worth $6.16M. The position accounts for 0.06% of the portfolio, ranked #211.

NewEdge Wealth first reported a position in CLOA in Q1 2024 and has held it in 4 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • NewEdge Wealth held 118,626 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $6.16M as of Q2 2026.
  • NewEdge Wealth bought 54,296 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.82M.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.06% of NewEdge Wealth's portfolio in Q2 2026, its #211 holding.
  • NewEdge Wealth first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2024 and has held it in 4 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.