O'Donnell Financial Services’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

O'Donnell Financial 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 Q2	$8.55M	Buy	164,802 +16,171	+11%	+$839K	2.52%	9
2026 Q1	$7.69M	Buy	148,631 +8,849	+6%	+$459K	2.65%	11
2025 Q4	$7.23M	Buy	139,782 +131,914	+1,677%	+$6.83M	2.47%	11
2025 Q3	$409K	Buy	7,868 +1,322	+20%	+$68.5K	0.15%	43
2025 Q2	$340K	Buy	6,546 +675	+11%	+$34.9K	0.13%	43
2025 Q1	$304K	Buy	+5,871	New	+$304K	0.13%	42

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

O'Donnell Financial Services's CLOA Position: Q2 2026 in Review

O'Donnell Financial Services increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 11% in Q2 2026, buying an estimated $839K and bringing the position to 164,802 shares worth $8.55M. The position accounts for 2.52% of the portfolio, ranked #9.

O'Donnell Financial Services first reported a position in CLOA in Q1 2025 and has held it in 6 quarters since. 248 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

O'Donnell Financial Services held 164,802 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $8.55M as of Q2 2026.
O'Donnell Financial Services bought 16,171 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $839K.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 2.52% of O'Donnell Financial Services's portfolio in Q2 2026, its #9 holding.
O'Donnell Financial Services 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.
248 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.