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

ORG 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
2025
Q4 		$436K Sell
8,423
-90
-1% -$4.66K 0.08% 214
2025
Q3 		$442K Buy
+8,513
New +$441K 0.08% 209

Other funds holding CLOA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 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 $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

ORG Partners's CLOA Position: Q4 2025 in Review

ORG Partners reduced its BlackRock ETF Trust II iShares AAA CLO Active ETF (CLOA) stake by 1.1% in Q4 2025, selling an estimated $4.66K and leaving 8,423 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #214.

ORG Partners first reported a position in CLOA in Q3 2025 and has held it in 2 quarters since. The position peaked at $442K in Q3 2025. 172 funds tracked by Wall St. Rank hold CLOA as of Q4 2025.

  • ORG Partners held 8,423 shares of BlackRock ETF Trust II iShares AAA CLO Active ETF worth $436K as of Q4 2025.
  • ORG Partners sold 90 BlackRock ETF Trust II iShares AAA CLO Active ETF shares in Q4 2025, an estimated $4.66K.
  • BlackRock ETF Trust II iShares AAA CLO Active ETF made up 0.08% of ORG Partners's portfolio in Q4 2025, its #214 holding.
  • ORG Partners first reported a position in BlackRock ETF Trust II iShares AAA CLO Active ETF in Q3 2025 and has held it in 2 quarters since.
  • ORG Partners's BlackRock ETF Trust II iShares AAA CLO Active ETF position peaked at $442K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held BlackRock ETF Trust II iShares AAA CLO Active ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.