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One Advisory Partners’s BlackRock ETF Trust II iShares AAA CLO Active ETF CLOA Stock Holding History

One Advisory Partners’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 		– Sell
-4,106
Closed -$213K – 69
2026
Q1 		$213K Buy
+4,106
New +$213K 0.07% 71

Other funds holding CLOA

IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
CIM
CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
CFC
Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return

One Advisory Partners's CLOA Position: Q2 2026 in Review

One Advisory Partners sold out of BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) in Q2 2026, closing a stake of 4,106 shares — an estimated $213K sold.

One Advisory Partners first reported a position in CLOA in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 63 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

  • One Advisory Partners reported no remaining BlackRock ETF Trust II iShares AAA CLO Active ETF position as of Q2 2026 after selling out during the quarter.
  • One Advisory Partners sold 4,106 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $213K.
  • One Advisory Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q1 2026 and held it in 1 quarter.
  • One Advisory Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $213K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on One Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.