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

OneDigital Investment 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	$17.8M	Buy	342,704 +50,337	+17%	+$2.61M	0.15%	129
2026 Q1	$15.2M	Buy	292,367 +176,500	+152%	+$9.15M	0.15%	132
2025 Q4	$6M	Sell	115,867 -3,969	-3%	-$206K	0.06%	240
2025 Q3	$6.23M	Buy	+119,836	New	+$6.21M	0.06%	228
2024 Q4	–	Sell	-14,522	Closed	-$755K	–	1418
2024 Q3	$755K	Buy	14,522 +2,510	+21%	+$130K	0.01%	764
2024 Q2	$624K	Buy	+12,012	New	+$622K	0.01%	806

Other funds holding CLOA

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

PCA

Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return

CIM

CenturyLink Investment Management Denver, Colorado $129M AUM 11.15% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

OneDigital Investment Advisors's CLOA Position: Q2 2026 in Review

OneDigital Investment Advisors increased its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 17% in Q2 2026, buying an estimated $2.61M and bringing the position to 342,704 shares worth $17.8M. The position accounts for 0.15% of the portfolio, ranked #129.

OneDigital Investment Advisors first reported a position in CLOA in Q2 2024 and has held it in 6 quarters since. 151 funds tracked by Wall St. Rank hold CLOA as of Q2 2026.

OneDigital Investment Advisors held 342,704 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $17.8M as of Q2 2026.
OneDigital Investment Advisors bought 50,337 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q2 2026, an estimated $2.61M.
BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.15% of OneDigital Investment Advisors's portfolio in Q2 2026, its #129 holding.
OneDigital Investment Advisors first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q2 2024 and has held it in 6 quarters since.
151 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.